Victor Gaxiola
Victor Gaxiola is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Morgan Hill, CA, with 13 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
18181 Butterfield Ste 170, Morgan Hill, CA, 95037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Victor is involved in several business activities, including managing curriculum for Leadership Morgan Hill, acting as a subject matter expert consultant, and serving as an advisory representative of a RIA. He also owns rental real estate and uses TechGirl Financial as a trade name, and is the owner of Resilient Wealth Planning.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
State Registrations1 state
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.