Maryann Wilson
Maryann Wilson is a PFS-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ormond Beach, FL, with 27 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
600 S Yonge St., Unit 8A, Ormond Beach, FL, 32174
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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
Maryann is a CPA at M A Wilson, CPA, LLC, spending nearly full-time hours there with minimal time spent trading. She is also an independent insurance agent for various companies, dedicating about 10-20% of her time to selling insurance products, and is an advisory representative of a RIA at CIRA, spending nearly full-time hours there, and is an Investment Advisor Representative at Generations Wealth Advisors, spending a few hours per week there.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Hartford Equity Sales Company 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.