Christopher Davidson
Christopher Davidson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rockwall, TX, with 16 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
Rockwall, TX
Get directionsHistory
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 Activities
Christopher is an indirect owner of Proxy International LLC and Proxy Wealth Advisors LLC, both investment-related. He is also the principal owner of Proxy Financial Corp (a holding company) and an indirect owner involved in management consulting at Proxy Capital Partners, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Proxy Wealth Advisors LLC
Previous Registrations
Proxy Freedom
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Dalmore Group LLCBroker
Proxy Wealth Advisors LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
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.