Jeffrey Gagnon
Jeffrey Gagnon is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Westport, MA, with 30 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
Westport, MA
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2002Customer Dispute
January 2002Other Business Activities
Jeffrey operates under the DBA NCU Wealth Management for his LPL business.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Linsco/private Ledger CORP.Broker
CUNA Brokerage Services, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations7 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.