Erin Willis
Erin Willis is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Annapolis, MD, with 32 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
888 Bestgate Rd, Ste 315, Annapolis, MD, 21401
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2020Customer Dispute
March 2015Criminal
January 1999Other Business ActivitiesSells Insurance
Erin is an independent insurance agent for various insurance companies since 1994, dedicating minimal time to this activity. She is also the owner of Legacy Financial/Legacy Financial Group and Legacy Wealthcare LLC, and an advisory representative of CIRA, taking about half of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
Fsc Securities CorporationBroker
H. Beck, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.