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Nathan Scarborough

13 Years of Experience
Dripping Springs, TX
BrokerSells Insurance

Nathan Scarborough is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Dripping Springs, TX, with 13 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

800 W. Hwy 290, Bldg. D, Ste. 200, Dripping Springs, TX, 78620

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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

Nathan is an independent insurance agent for various companies since 2015, dedicating a few hours per week to this activity. He is also an advisory representative of an RIA, spending about half his time on this, and owns Nathan Scarborough Financial Services, spending about a quarter of his time on it.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Cambridge Investment Research Advisors, INC.
April 2019 - Present · 7 yrs 1 mo
Cambridge Investment Research, INC.
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2017 - March 2019 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
May 2016 - March 2019 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
June 2010 - April 2011 · 10 mos
Chase Investment Services CORP.
June 2010 - April 2011 · 10 mos
Edward Jones
November 2007 - February 2010 · 2 yrs 3 mos
Edward JonesBroker
October 2007 - February 2010 · 2 yrs 4 mos
State Registrations2 states
PATX
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.
Nathan Scarborough - Financial Advisor | TrueAdvisor