TrueAdvisor
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HE
CFP
HE
CFP

Harrison Ebert

Cambridge Investment Research Advisors, INC.
10 Years of Experience
Salt Lake City, UT
Broker
View SEC Summary
View SEC Summary

Harrison Ebert is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Salt Lake City, UT, with 10 years of industry experience. Harrison 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

6465 South 3000 East, Suite 200, Salt Lake City, UT, 84121

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Harrison works as an advisory representative of a registered investment advisor (RIA), spending full-time hours trading. He also works as an investment advisor representative (IAR) under a DBA, dedicating nearly full-time hours to trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2021 - Present · 5 yrs
Cambridge Investment Research, INC.Broker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2021 · 3 yrs 2 mos
Strategic Advisers LLC
October 2016 - July 2018 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
December 2015 - September 2021 · 5 yrs 9 mos
State Registrations1 state
UT
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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