Berrie Coble
Berrie Coble is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbia, TN, with 14 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
217 S James Campbell Blvd., Columbia, TN, 38401
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Regulatory History (1)
Customer Dispute
February 2020Other Business ActivitiesSells Insurance
Berrie is an advisory representative of an RIA, owner of Bloom Financial Planning, and board member of Heritage Financial Corporation. Berrie is also an independent insurance agent and treasurer for Julie C Heffington Judge 22nd Judicial District.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ftb Advisors, INC.
Ftb Advisors, INC.Broker
Nbc Securities, INC.
Nbc Securities, INC.Broker
State Registrations3 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.