Ross Morgan
Ross Morgan is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Dallas, TX, 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
4514 Cole Ave, Suite 600, Dallas, TX, 75205
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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.
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Ross is an advisory representative of a registered investment advisor (RIA) and co-owner/manager of R & R Investment Properties LLC, a rental property company. He also serves as treasurer for the Highland Park High School Boys XC Booster Club, and record keeper for Riverhouse B Element 52. These activities take about 20% of Ross's time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Howard Financial Services, LTD.
Credit Suisse First Boston
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations1 state
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