Talia Benson
Talia Benson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Valentine, NE, with 17 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
155 N Main St., Valentine, NE, 69201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Talia owns multiple real estate properties and is a board member for Cherry County Hospital Foundation and Sandhills Area Foundation. She is also an advisory representative of an RIA and a W2 employee for Schuster Anderson Wealth Advisors, dedicating full-time hours to these roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameritas Investment CORP.Broker
State Registrations9 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.