Monika Crossley
Monika Crossley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in New Orleans, LA, 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
New Orleans, LA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monika is involved in several outside business activities. She works as an independent insurance agent for Vaiour Independent Insurance Agencies, dedicating nearly full-time hours to this role. She also has roles in food service, as an advisory rep, real estate owner, and volunteer secretary.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations7 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.