Kimberly Melton
Kimberly Melton is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in 2802 N. Highland Ave Ste B, TN, with 22 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
2802 N. Highland Ave Ste B, 2802 N. Highland Ave Ste B, TN, 38305
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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
Kimberly works as an insurance agent, dedicating a few hours per week to this role. She is also an Investment Advisor Representative with Cambridge Investment Research Advisors, spending about half her time in this capacity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Stonebridge Investment Advisors, LLC
Dominion Portfolio Management, INC.
Dominion Investor Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Invest Financial CorporationBroker
Bear, Stearns & CO. INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations11 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.