Derek Coffren
Derek Coffren is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Mooresville, NC, 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
331 Alcove Rd., Ste. 200, Mooresville, NC, 28117
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2019Criminal
March 2000Other Business ActivitiesSells Insurance
Derek works as an independent insurance agent for various independent insurance companies through Smartpro Financial, dedicating about 10-20% of his time. He also works as an advisory representative of a registered investment advisor (RIA) through CIRA, spending about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Ccf Investments, INC.Broker
PFS Investments INC.Broker
State Registrations50 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.