Benjamin Blum
Benjamin Blum is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Conrovia, CA, with 23 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
Conrovia, CA
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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
Benjamin is an advisory representative of a RIA, spending nearly full-time on this activity, including trading. He is also an independent insurance agent for various companies, dedicating minimal time to this. Additionally, Benjamin is the owner of Bless Holdings, LLC and an IAR for Nettworth Financial Group.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cetera Investment Management LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Pacific Select Distributors, LLCBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.