Steven Sovde
Steven Sovde is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Charlotte, NC, 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
11430 N Community House Rd., Ste 260, Charlotte, NC, 28277
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Regulatory History (1)
Financial
July 2019Other Business ActivitiesSells Insurance
Steven is an advisory representative of a registered investment advisor since 2017. He is also an independent insurance agent for various insurance companies since 1999 and an agent for Forth Financial Group since 2024, dedicating minimal time to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Global Financial Private Capital, LLC
Allegiant Asset Management L.L.C.
Allegiant Securities L.L.C.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.