Richard Imamura
Richard Imamura is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fresno, CA, with 28 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
575 E Locust Ave., Ste 202, Fresno, CA, 93720
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Regulatory History (1)
Employment Separation After Allegations
May 2023Other Business Activities
Richard is involved in several outside business activities, including administrative roles at the Fresno State Judo Club and the San Joaquin Valley Judo Association, and as an instructor at CSU Fresno. He also works as an advisory representative of a RIA (CIRA) full-time and uses a trade name/DBA (Strada Financial) for financial services, dedicating a significant amount of time to these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
American General Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Nylife Securities INC.Broker
State Registrations3 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.