Andrea Hastings
Andrea Hastings is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ocean Park, MD, 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
9927 Stephen Decatur Highway, Suite 18, Ocean Park, MD, 21842
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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
Andrea is an independent insurance agent for various companies since 2002, dedicating minimal time to this role. She is also an advisory representative of a RIA since 2017, taking about half of her time, and owns Andrea Hastings Financial Inc. since 2022, dedicating minimal time to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
Securities Service Network, INC.Broker
State Registrations30 states
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