Eric Reataza
Eric Reataza is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Chandler, AZ, 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
6909 W Ray Road Suite 15-125, Chandler, AZ, 85226
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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
Eric is an independent insurance agent and provides financial planning, tax preparation, and accounting services through ELR Financial Planning & Tax Services. He also works as an advisory representative of a RIA and as an IAR, dedicating a significant amount of time to these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Raymond James Financial Services, INC.Broker
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
State Registrations11 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.