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Denice Land

21 Years of Experience
Suite 205, OK
BrokerSells Insurance

Denice Land is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Suite 205, OK, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

Suite 205, OK

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Denice is an independent insurance agent for various companies, dedicating about 10-20% of her time to this. She also owns and manages rental property, serves as president of Creek County OHCE, is an advisory rep of a RIA, and is an IAR for Northstar Wealth Management.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research, INC.
April 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research, INC.Broker
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Calton & Associates, INC.Broker
June 2023 - April 2024 · 10 mos
Dominion Portfolio Management, INC.
March 2017 - July 2019 · 2 yrs 4 mos
Dominion Investor Services, INC.Broker
January 2017 - July 2023 · 6 yrs 6 mos
Hornor, Townsend & Kent, INC.
March 2009 - January 2017 · 7 yrs 10 mos
Hornor, Townsend & Kent, INC.Broker
March 2009 - January 2017 · 7 yrs 10 mos
Metlife Securities INC.
September 2008 - March 2009 · 6 mos
Metlife Securities INC.Broker
October 2004 - March 2009 · 4 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 2004 - July 2007 · 2 yrs 9 mos
State Registrations3 states
CONCOK
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Denice Land - Financial Advisor | TrueAdvisor