Michael Effron
Michael Effron is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pompano Beach, FL, with 26 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
555 South West 12th Ave Suite 210, Pompano Beach, FL, 33069
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Regulatory History (5)
Financial
January 2026Judgment / Lien
August 2024Judgment / Lien
June 2024Judgment / Lien
October 2023Judgment / Lien
May 2023Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Van Kampen Funds INC.Broker
Scudder Distributors, INC.Broker
Transamerica Capital, INC.Broker
Intersecurities, INC.Broker
New England Funds, L.P.Broker
State Registrations1 state
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.