Reuben Lewis
Reuben Lewis is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Atlanta, GA, 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
100 Hartsfield Centre Parkway, Suite 500, Atlanta, GA, 30354
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Regulatory History (1)
Judgment / Lien
March 2023Other Business ActivitiesSells Insurance
Reuben is a board member of the King-Tisdell Foundation and an advisory representative of a RIA. He is also president of National Financial Group, National Financial Planning Group, RL Financial Group, Inc., and National Insurance Group LLC, with the latter three involving insurance-related activities and accounting/bookkeeping services.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Investacorp Advisory Services INC
Investacorp, INC.Broker
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Nylife Securities LLCBroker
Nationwide Securities, LLCBroker
Nationwide Investment Services CorporationBroker
PFS Investments INC.Broker
State Registrations13 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.