James Flanagan
James Flanagan is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cumming, GA, 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
2450 Atlanta Hwy., Ste. 704, Cumming, GA, 30040
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Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
James works as a notary, is part owner of F&F Financial Inc. and Market Worth LLC, and is an advisory representative of CIRA. He is also an independent insurance agent, dedicating about a quarter of his time to this, and owns Flanagan Financial, spending about a quarter of his time on it. Finally, he is an agent for Nettworth Financial Group, spending nearly full-time hours on this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Investacorp, INC.Broker
Mony Securities CorporationBroker
State Registrations16 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.