Loal Wilson
Loal Wilson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wichita, KS, with 22 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
300 W Douglas, Ste. 350, Wichita, KS, 67202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Loal is the owner/partner of Wilson Properties since 1978. He spends about 10-20% of his time on this activity, including minimal time on trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
Ntb Advisors, a Division of Ntb Financial Corporation
Ntb Advisors, a Division of Ntb Financial Corporation
Ntb Advisors, a Division of Ntb Financial Corporation
Ntb Financial CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations2 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.