Brian Therrell
Brian Therrell is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boca Raton, FL, with 21 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
1300 N Federal Hwy, Ste 101, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2017Customer Dispute
October 2011Customer Dispute
January 2006Other Business ActivitiesSells Insurance
Brian is a managing partner and insurance agent/sales at Generations Wealth Advisors since 2011, dedicating a few hours per week to this role. He also consults with dentists to build their practice, spending minimal time per month on this investment-related activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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.