Traci Shughart
Traci Shughart is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wormleysburg, PA, 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
1011 Mumma Rd., Ste. 100, Wormleysburg, PA, 17043
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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
Traci is an advisory representative of a RIA, president of Premier Wealth Management, and owner of Premier Network of Financial Advisors, spending nearly full-time on the latter. She also serves as secretary for The LFA Foundation and Premier Wealth Management Inc's board, and as a board member for Bethany House, while working as an independent insurance agent for various agencies, dedicating minimal time to these roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
State Registrations53 states
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