Alexander Garner
Alexander Garner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bradenton, FL, with 10 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
1201 6th Ave W., Suite 100 Unit A318, Bradenton, FL, 34205
Get directionsHistory
Regulatory History (2)
Financial
August 2022Financial
January 2020Other 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.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
First Command Advisory Services
First Command Financial Planning, INC.Broker
Edward JonesBroker
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.