Bryan Ramsay
Bryan Ramsay is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lawrence, KS, 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
Lawrence, KS
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Regulatory History (1)
Criminal
May 2000Other Business ActivitiesSells Insurance
Bryan works as an advisory representative of a registered investment advisor, spending about half his time on this and about a quarter of his time trading. Bryan is also an independent insurance agent for various independent insurance companies, dedicating about 10-20% of his time to this and minimal time trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Raymond James Financial Services Advisors, INC
Keating Financial Advisory Services, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
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.