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Martin Evans

Cambridge Investment Research Advisors, INC.
30 Years of Experience
Corpus Christi, TX
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Martin Evans is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Corpus Christi, TX, with 30 years of industry experience. Martin 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

500 N Water St., Ste. 400, Corpus Christi, TX, 78401

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Denied
Customer Dispute
October 2003
Closed-No Action
Customer Dispute
July 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Martin is an owner/independent insurance agent for various independent insurance companies through Freedom Investment Counsel, spending minimal time on this activity. He also works as an advisory representative of a RIA at CIRA, dedicating a full-time commitment to this role.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2009 - Present · 17 yrs 6 mos
Cambridge Investment Research, INC.Broker
April 2009 - Present · 17 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
March 1997 - May 2009 · 12 yrs 2 mos
UBS Financial Services INC.Broker
March 1997 - May 2009 · 12 yrs 2 mos
Dean Witter Reynolds INC.Broker
January 1996 - April 1997 · 1 yr 3 mos
State Registrations19 states
AKALARCAFLGAIDKYLAMDMIMOMSNMNYOKTXUTVA
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.
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