Allison Trahan
Allison Trahan is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Covington, LA, with 11 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
1978 N Highway 190 Ste A, Covington, LA, 70433
Get directionsHistory
Regulatory History (1)
Financial
December 2017Other Business Activities
Allison is an agent for Wealthcare Services, LLC, using a DBA name, and an advisory representative of an RIA with CIRA. She dedicates minimal time to Wealthcare Services and full-time hours to CIRA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Securities America, INC.Broker
State Registrations6 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.