TrueAdvisor
TrueAdvisor
DS
CFP
DS
CFP

Don Stalker

Cambridge Investment Research Advisors, INC.
31 Years of Experience
Riverside, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Don Stalker is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Riverside, CA, with 31 years of industry experience. Don is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3400 Central Ave, Ste 335, Riverside, CA, 92506

Get directions

History

Regulatory History
Clean regulatory record

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

Don receives songwriting royalties and is a musician/band member. He is also an independent insurance agent for various companies, dedicating minimal time to this, and an advisory rep of an RIA, taking nearly full-time hours.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - Present · 21 yrs 8 mos
Cambridge Investment Research, INC.
February 2004 - Present · 22 yrs 9 mos
Cambridge Investment Research, INC.Broker
February 2004 - Present · 22 yrs 9 mos
Previous Registrations
Cambridge Retirement Advisors
September 2004 - September 2004 · 0 mos
Cambridge Investment Reserarch, INC.
February 2004 - March 2005 · 1 yr 1 mo
Waddell & Reed, INC.
July 1997 - February 2004 · 6 yrs 7 mos
Waddell & Reed, INC.Broker
February 1995 - February 2004 · 9 yrs
State Registrations20 states
ARAZCACODEFLIDMAMONHNMNVNYOKORTNTXUTVAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Riverside, CA →All financial advisors in California →