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Andre Monsour

Cambridge Investment Research Advisors, INC.
46 Years of Experience
Roanoke, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Andre Monsour is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Roanoke, VA, with 46 years of industry experience. Andre 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

2762 Electric Road, Suite B1, Roanoke, VA, 24018

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History

Regulatory History (1)
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.
Customer Dispute
August 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andre owns AAG Properties (real estate) since 2015 and Monsour Equities LLC (financial services) since 2022, dedicating minimal time to each. He is also an independent insurance agent since 2022, spending minimal time on this activity, and works nearly full-time as an advisory representative of a registered investment advisor (RIA) called CIRA, and uses a trade name/DBA called Monsour Asset Management.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2022 - Present · 3 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cantella & CO., INC.
October 2004 - January 2023 · 18 yrs 3 mos
Cantella & CO., INC.Broker
October 2004 - December 2022 · 18 yrs 2 mos
Raymond James Financial Services
May 1999 - November 2004 · 5 yrs 6 mos
Raymond James Financial Services, INC.Broker
April 1999 - November 2004 · 5 yrs 7 mos
Dean Witter Reynolds INC.Broker
March 1986 - April 1999 · 13 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1980 - April 1986 · 6 yrs 3 mos
State Registrations8 states
FLMDNCOHSCTXVAWV
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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Andre Monsour - Financial Advisor | TrueAdvisor