Gail Waldman
Gail Waldman is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in North Chesterfield, VA, 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
North Chesterfield, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gail works as a mediator for various issues in Maryland and Virginia, dedicating about 10% of her time to this, and is also a partner/COO/advisory rep of Waldman Financial Advisers, spending nearly full-time on this. Additionally, Gail is President/Treasurer of Waldman Management Inc. providing management services and an advisory rep for CIRA, spending nearly full-time on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Waldman Financial Advisers
Cambridge Investment Research Advisors, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations22 states
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