Carter Benkendorfer
Carter Benkendorfer is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Corpus Christi, TX, 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
500 N Water St., Ste. 400, Corpus Christi, TX, 78401
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Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Carter is an advisory representative of a registered investment advisor and an independent insurance agent since 2012, dedicating about a quarter of their time to each activity. Carter is also involved with several non-investment related organizations, including a commission foundation, a family LLC, and a church, and owns Benkendorfer Investment Group.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations29 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.