Carl Mcclurg
Carl Mcclurg is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cincinnati, OH, with 13 years of industry experience. Carl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
1055 St Paul Place, Ste 155, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business ActivitiesSells Insurance
Carl is a financial professional utilizing a DBA name through Ohio Pension Consultants and an advisory representative of a RIA through CIRA. He is also an independent insurance agent for various independent insurance companies and provides free financial educational workshops, dedicating a few hours per week to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Spc
Sammons Securities Company, LLCBroker
State Registrations13 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.
Exams
More Advisors
- John Maddrill, CFPCambridge Investment Research Advisors, INC.
- Robin Freeman, CFPCambridge Investment Research Advisors, INC.
- Kevin Reperowitz, CFPCambridge Investment Research Advisors, INC.
- Bradley Raymore, CFPCambridge Investment Research Advisors, INC.
- Brian Parker, CFPCambridge Investment Research Advisors, INC.
- Robert SchaeferCambridge Investment Research Advisors, INC.