Brian Morin
Brian Morin is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Turner, ME, 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
Turner, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a teammate at Gauthier Financial, Inc. and an agent for Capital Choice Financial Services selling term life insurance and annuities, dedicating a few hours per week. He also works full-time as an Outside Plant Technician for Fairpoint Communications and as a Safety Coach for Consolidated Communications, and is an administrative rep for CIRA about half his time. Brian is also an independent insurance agent and a life insurance producer/agent for Smartpro Financial.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameritas Investment CORP.Broker
Ccf Investments, INC.Broker
State Registrations5 states
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