Roger Lingle
Roger Lingle is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Manassas, VA, 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
9219 Center St., Manassas, VA, 20110
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Regulatory History (1)
Criminal
September 1985Other Business ActivitiesSells Insurance
Roger is licensed with various insurance companies and spends a few hours per week selling their products. He also owns Limelight Intelligence, a software startup, dedicating minimal time to oversight and guidance.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Guardian Wealth Advisors, LLC
Anthem Wealth Management, LLC
Wealth Preservation Group, LLC
Quantum Capital, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.