Idolina Shumway
Idolina Shumway is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Austin, TX, with 43 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
Austin, TX
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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
Idolina is an independent insurance agent for various insurance companies. She also works as a financial professional under the DBA Shumway Wealth Management and as an advisory representative of a RIA (CIRA), spending about half her time on the latter, with half of that time dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
New England Securities Corporation
New England SecuritiesBroker
Allstate Financial Services, LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Pruco Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Sunamerica Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Lutheran Brotherhood Securities CORP.Broker
Cna Investor Services, INC.Broker
Kavanaugh Securities, INC.Broker
Winthrop Securities CO., INC.Broker
Investment Dealers INC.Broker
State Registrations4 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.