Brandon Erickson
Brandon Erickson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Portland, OR, 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
12725 SW 66th Ave, Ste 102, Portland, OR, 97223-2547
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2006Other Business ActivitiesSells Insurance
Brandon works as a financial professional utilizing a DBA name and as an independent insurance agent for various companies, dedicating a few hours per week to each. He also owns Solidgoldunicorn, selling sports trading cards, dedicating about 10-20% of his time, and works full-time as an advisory representative of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations20 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.