Roland Doubleday
Roland Doubleday is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Metairie, LA, with 29 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
3501 N Causeway Blvd., Ste. 420, Metairie, LA, 70002
Get directionsHistory
Regulatory History (2)
Financial
July 2019Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Roland is an independent insurance agent for various companies since 2012, dedicating a few hours per week. He is also the owner/president of Doubleday Financial Group Inc. since 2016, spending about 10-20% of his time there, and an advisory representative of an RIA (CIRA), which takes up more than full-time hours. Roland is also the Vice President and a board member for Assisted Outpatient Treatment of New Orleans, Inc., spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.