Cheryl Mcgown
Cheryl Mcgown is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Farmington Hills, MI, with 26 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
28555 Orchard Lake Road, Suite 100, Farmington Hills, MI, 48334
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2017Other Business ActivitiesSells Insurance
Cheryl owns a trucking company and Cheryl McGown LLC, working minimal time on each. She is also an advisory representative of a RIA, an independent insurance agent, and an IAR with Retirement & Wealth Strategies, dedicating about a quarter of her time to the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
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.