John Dominge
John Dominge is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Santa Clara, CA, 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
4633 Old Ironsides Drive, Ste. 430, Santa Clara, CA, 95054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an Investment Advisor Representative (IAR) with Uptrex Wealth Advisors LLC since August 2024, spending full-time hours there. He is also an advisory representative of a Registered Investment Advisor (RIA) called CIRA, dedicating about half his time, with about a quarter of his time spent trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.