David Llewellyn
David Llewellyn is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Deland, FL, with 18 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
324 E Church St., Ste 104, Deland, FL, 32724
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Regulatory History (1)
Customer Dispute
September 2020Other Business ActivitiesSells Insurance
David is an independent insurance agent for various companies, dedicating about a quarter of his time to this. He also owns Llewellyn Wealth Management, is an advisory representative of a RIA (CIRA), sells subscriptions for Legal Shield & Identity Shield, is part owner of West Volusia Executive Suites, is a board member of Matthews Gift, and owns WV Wealth Management Solutions.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 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.