Margaret Bergan
Margaret Bergan is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Scottsdale, AZ, with 25 years of industry experience. Margaret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
8655 E Via De Ventura, Ste F166, Scottsdale, AZ, 85258
Get directionsHistory
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
Margaret owns Peggy Bergan LLC, providing financial literacy teaching and speaking engagements, and is also an independent insurance agent with Vineyard Wealth Management LLC. She is also an advisory representative of a RIA with CIRA and owner/partner of a business entity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.
Exams
More Advisors
- Scott Bergan, ChFCCambridge Investment Research Advisors, INC.
- Valerie Fishgold, CFPCambridge Investment Research Advisors, INC.
- Jon Boyd, ChFCCambridge Investment Research Advisors, INC.
- Dwight Galda, ChFCCambridge Investment Research Advisors, INC.
- Edward Marshall, CFP, PFSCambridge Investment Research Advisors, INC.
- Hratch Panosian, CFPCambridge Investment Research Advisors, INC.