Erin Owen
Erin Owen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tampa, FL, with 10 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
400 North Ashley Dr., Ste. 1900, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2024Other Business Activities
Erin is an agent and owner/partner of a business entity since March 2023, dedicating about 10-20% of her time. She is also the president and owner/partner of Voyager Financial Solutions, LLC since May 2023, spending about a quarter of her time on this. Erin also works in food/beverage service as an employee at Chow Down Alley since August 2024, spending about 10-20% of her time there.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
New England SecuritiesBroker
State Registrations3 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.