Lawrence Tantilla
Lawrence Tantilla is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Villa Park, IL, with 24 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
Villa Park, IL
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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
Lawrence is an independent insurance agent for various companies, spending minimal time on this. He is also an advisory representative of a RIA, spends about half his time as an IAR with Ascend Wealth Planning, and is a board member/volunteer for Clean Up - Give Back.org. Lawrence also owns Tantilla Financial Services, focusing on insurance, benefits, and human resources, dedicating nearly full-time hours to this endeavor.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
PFS Advisors
Plexus Financial SolutionsBroker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Princor Financial Services CorporationBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations8 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.