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Blake Moore

3 Years of Experience
Laramie, WY
Broker

Blake Moore is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Laramie, WY, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

105 South 4th St., Laramie, WY, 82070

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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

Blake is an advisory representative of a registered investment advisor (RIA) since 2022, spending nearly full-time on this and trading. Blake is also involved with the Association of Financial Educators as a member doing consulting/coaching, spends nearly full-time as an advisor using a trade name, and works as a golf caddy for about 10% of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2022 - Present · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
March 2022 - Present · 4 yrs 2 mos
State Registrations20 states
ARAZCACOCTIAIDILINKSLAMIMNMOMTNENMOKTXWY
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.
Blake Moore - Financial Advisor | TrueAdvisor