MC
MC

Michael Cue

15 Years of Experience
Scottsdale, AZ
1 DisclosureBrokerSells Insurance

Michael Cue is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Scottsdale, AZ, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

Scottsdale, AZ

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2010
Other Business ActivitiesSells Insurance

Michael is an independent insurance agent for various independent insurance companies. He also works as an advisory representative of a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this investment-related activity.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2014 - Present · 12 yrs 5 mos
Cambridge Investment Research, INC.Broker
February 2014 - Present · 12 yrs 5 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
January 2012 - February 2014 · 2 yrs 1 mo
Country Capital Management CompanyBroker
November 2011 - February 2012 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - September 2008 · 1 mo
State Registrations9 states
AZCAFLKSMIPATXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.