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Richard Godfrey

Cambridge Investment Research Advisors, INC.
30 Years of Experience
Bradenton, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Richard Godfrey is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bradenton, FL, with 30 years of industry experience. Richard 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

7970 Cooper Creek Blvd., Bradenton, FL, 34201

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History

Regulatory History (1)
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
October 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard is an independent insurance agent for various independent insurance companies through SmartPro Financial, taking a few hours per week. He also participates in Dave Ramsey's SmartVestor Council and is an advisory representative of a RIA, spending about 10-20% of his time on the latter.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2020 - Present · 6 yrs 4 mos
Cambridge Investment Research, INC.Broker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Ameritas Investment CORP.Broker
June 2017 - October 2017 · 4 mos
Ccf Investments, INC.Broker
January 2009 - June 2017 · 8 yrs 5 mos
PFS Investments INC.Broker
June 1996 - January 2009 · 12 yrs 7 mos
State Registrations31 states
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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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