Paul Harris
Paul Harris is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bradenton, FL, 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
2025 Lakewood Ranch Blvd., Ste. 102, Bradenton, FL, 34211
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2019Other Business ActivitiesSells Insurance
Paul is an independent insurance agent for various companies through multiple DBAs, including Harris & Associates LLC, Insurance for Seniors LLC, and SmartPro Financial, spending a few hours per week on these activities. Paul also works as an advisory representative of an RIA (CIRA) and owns Financial Freedom, dedicating nearly full-time hours to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Southern Trust Financial Planning
Securities America, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations12 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.