Bernard Griffith
Bernard Griffith is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Keller, TX, with 31 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
1670 Keller Parkway, Ste 200, Keller, TX, 76248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bernard is involved in several business activities, including being the founder/teacher at Wealth Significance, president of Granite Benefits (an insurance marketing & sales corporation selling LTC, Medicare Supplements, and fixed life insurance), president of GRN Woodlands Group LLC and GRN Capital Corp (both property ownership), advisory rep of CIRA, educator at Women's Wealthnasium LLC, president/financial professional at Granite Financial Group, and president/notary at Granite Advisors, LLC. Some of these activities are investment-related, and others are not.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations9 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.