Geoffrey Ringle
Geoffrey Ringle is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cincinnati, OH, with 15 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
7450 Jager Ct., Cincinnati, OH, 45230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Geoffrey works as a Firefighter/Paramedic for the Cincinnati Fire Department and owns rental apartments through GMR Properties. He also works as an advisory representative of a RIA, CIRA, dedicating a significant amount of time to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
LPL Financial LLC
LPL Financial LLCBroker
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.