David White
David White is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Salt Lake City, UT, 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
6465 South 3000 East, Ste 200, Salt Lake City, UT, 84121
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2020Customer Dispute
November 2013Other Business ActivitiesSells Insurance
David is an advisory representative of a RIA, spending about half his time on this and trading activities. He also conducts life insurance sales as an insurance agent, and is an LLC member for commercial real estate; these activities take minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
First Western Advisors
First Western AdvisorsBroker
Securities America, INC.Broker
State Registrations16 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.