Daniel Girard
Daniel Girard is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wrentham, MA, 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
40 South Street #1, Wrentham, MA, 02093
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Regulatory History (1)
Customer Dispute
September 2017Other Business ActivitiesSells Insurance
Daniel works as an independent insurance agent for various companies through Girard Financial Group, and is an advisory representative of a RIA (CIRA). He also owns real estate and is a board member for multiple organizations.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
NFP Securities, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations15 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.