Terrence Taylor
Terrence Taylor is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Frederick, MD, with 25 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
5734 Little Spring Way, Frederick, MD, 21704
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Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Terrence is an independent insurance agent for various companies through Partners Advantage since 2011, dedicating minimal time. He also works as an advisory representative of a RIA through CIRA since 2021, spending nearly full-time managing client assets or preparing financial plans.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations17 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.