Meredith Hazen
Meredith Hazen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Alexandria, VA, 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
700 Princess Street M3, Alexandria, VA, 22314
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Regulatory History (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Meredith is an independent insurance agent for various insurance companies. She also works as an advisory representative of a registered investment advisor (RIA) at CIRA, spending nearly full-time on this activity, including trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fulcrum Advisory Services, LLC
Fulcrum Securities, LLCBroker
Wells Fargo Advisors, LLCBroker
First Command Financial Planning, INC.Broker
State Registrations21 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.