Deidre Fernald
Deidre Fernald is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clearwater, FL, with 21 years of industry experience. Deidre is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Clearwater, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Other Business Activities
Deidre is a board member for a networking organization and a partner at MJF Grading, each taking minimal time. She is also an IAR at Fern Financial Planning LLC and an advisory representative of an RIA, dedicating full-time hours to these investment-related roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, 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.
Exams
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