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Cheryl Mcgown

Cambridge Investment Research Advisors, INC.
26 Years of Experience
Farmington Hills, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Cheryl Mcgown is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Farmington Hills, MI, with 26 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

28555 Orchard Lake Road, Suite 100, Farmington Hills, MI, 48334

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2017
View Full SEC ReportHow to Read Disclosures
Other 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.
November 2018 - Present · 7 yrs 11 mos
Cambridge Investment Research, INC.Broker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - November 2017 · 5 yrs 1 mo
J.P. Morgan Securities LLC
October 2012 - November 2017 · 5 yrs 1 mo
Chase Investment Services CORP.
October 2006 - October 2012 · 6 yrs
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
March 1999 - July 2005 · 6 yrs 4 mos
State Registrations8 states
AZCACOFLKYMIOHOK
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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