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Scott Lehigh

24 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance

Scott Lehigh is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Las Vegas, NV, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

5715 W Alexander Rd suite 130, Las Vegas, NV, 89130

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2020
Final
Other Business ActivitiesSells Insurance

Scott is an advisory representative of an RIA since 2010, and an independent insurance agent for various independent insurance companies since 2023. Both activities require minimal time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2023 - Present · 2 yrs 8 mos
Cambridge Investment Research, INC.
November 2023 - Present · 2 yrs 8 mos
Cambridge Investment Research, INC.Broker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Crown Capital Securities, L.P.
January 2006 - December 2023 · 17 yrs 11 mos
Crown Capital Securities, L.P.Broker
June 2005 - December 2023 · 18 yrs 6 mos
Integrated Trading and Investments, INC.Broker
July 2001 - June 2005 · 3 yrs 11 mos
State Registrations7 states
AZFLMDMINCNVUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Scott Lehigh - Financial Advisor | TrueAdvisor