Benjamin Pearman
Benjamin Pearman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Roanoke, VA, 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
4525 Old Cave Spring Rd, Roanoke, VA, 24018
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Regulatory History (1)
Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Benjamin is the sole owner/shareholder of Pearman and Company, LLC, established in 2010 to hold real estate for his financial advisory business, dedicating minimal time. He also works as an agent selling and servicing health and life insurance since 2009, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.