CR
CR

Christopher Ruth

20 Years of Experience
Richland, PA
BrokerSells Insurance

Christopher Ruth is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Richland, PA, 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
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

Richland, PA

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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

Christopher is an advisory representative of a registered investment advisor and president/owner of Country Lane Financial, a DBA. He is also a partner in MRD Real Estate, LLC, and an independent insurance agent for various companies, dedicating a few hours per week to insurance sales.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2020 - Present · 6 yrs 7 mos
Cambridge Investment Research, INC.Broker
February 2020 - Present · 6 yrs 7 mos
Previous Registrations
First Allied Advisory Services, INC.
February 2017 - January 2020 · 2 yrs 11 mos
First Allied Securities, INC.Broker
December 2008 - January 2020 · 11 yrs 1 mo
First Montauk Securities CORP.Broker
February 2006 - December 2008 · 2 yrs 10 mos
State Registrations7 states
AZGANJOHPASCVA
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.