Jeffrey Burg
Jeffrey Burg is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Phoenix, AZ, with 23 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
5141 N 40th St., Ste 400, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (1)
Criminal
August 1999Other Business ActivitiesSells Insurance
Jeffrey is an advisory representative of a RIA, spends about half his time as an independent insurance agent for various companies, and is involved in several other business activities including consulting, tax services, and non-profit organizations. He also holds leadership positions in multiple organizations, including a youth academy and a collective connecting student athletes to deals.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Aig Capital Services, INC.Broker
Diversified Investors Securities CORP.Broker
Wachovia Securities, LLCBroker
Mcdonald Investments INC.Broker
The Advisors Group, INC.Broker
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.