Deidre Fernald
Deidre Fernald is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clearwater, FL, with 20 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
2627 McCormick Dr., Ste. 101A, Clearwater, FL, 33759
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.