David Newbill
David Newbill is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ortonville, MI, 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
Ortonville, MI
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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
David is an independent insurance agent for various companies, dedicating minimal time to this. He is also president/financial professional at David R. Newbill Retirement Services LLC, spending nearly full-time hours there, and an advisory representative of a RIA called CIRA, spending about 10-20% of his time. David is also a planning commission board member for Groveland Township MI, dedicating minimal time, and an Investment Advisor Representative at Retirement & Wealth Strategies, spending more than full-time hours there.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Regal Investment Advisors LLC
American Portfolios Financial Services, INC.Broker
Creative Financial Designs, INC.
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations7 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.