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Alexander Garner

Cambridge Investment Research Advisors, INC.
10 Years of Experience
Bradenton, FL
2 DisclosuresBroker
View SEC Summary
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Alexander Garner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bradenton, FL, with 10 years of industry experience. Alexander 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.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1201 6th Ave W., Suite 100 Unit A318, Bradenton, FL, 34205

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2022
Final
Financial
January 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Alexander is an advisory representative of a registered investment advisor, spending about 10-20% of his time on investment-related activities. He also does audio visual work, teaches part-time, and is a board member of an environmental organization, dedicating minimal time to each.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2020 - Present · 6 yrs 1 mo
Cambridge Investment Research, INC.Broker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - July 2020 · 10 mos
Summit Financial Group INC
September 2019 - July 2020 · 10 mos
Summit Brokerage Services, INC.Broker
August 2019 - September 2019 · 1 mo
First Command Advisory Services
January 2016 - July 2019 · 3 yrs 6 mos
First Command Financial Planning, INC.Broker
December 2015 - July 2019 · 3 yrs 7 mos
Edward JonesBroker
February 2015 - April 2015 · 2 mos
State Registrations2 states
FLNY
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.
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