Isidore Ogoussan
Isidore Ogoussan is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Newtown, PA, 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
3 Terry Dr., Ste 201A, Newtown, PA, 18940
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Regulatory History (1)
Financial
March 2023Other Business ActivitiesSells Insurance
Isidore is involved in several networking organizations, serves as an advisory representative for a RIA, and works as an independent insurance agent for various agencies. He also works for Allied Financial Advisors, LLC as an IAR and Educators First Financial of PA as a W2 employee.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations12 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.