Thomas Brandon
Thomas Brandon is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Atlanta, GA, with 51 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
3500 Lenox Rd, Ste 1500, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the President and an independent insurance agent for various independent insurance companies through American Retirement Advisors Inc. He also works nearly full-time as an advisory representative of a RIA, CIRA, and spends about 10-20% of his time as President & CEO of American Consulting Group LLC providing business consulting services.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Kavanaugh Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Franklin Realty Securities CORP.Broker
Integrated Resources Equity CorporationBroker
St. Paul Investors, INC.Broker
Provident National Equities, INC.Broker
Pla Securities CorporationBroker
Shenandoah Equity Services, IncorporatedBroker
State Registrations8 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.