TrueAdvisor
TrueAdvisor
EK
CFP
EK
CFP

Edward Kavo

Cambridge Investment Research Advisors, INC.
49 Years of Experience
Irwin, PA
Broker
View SEC Summary
View SEC Summary

Edward Kavo is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Irwin, PA, with 49 years of industry experience. Edward 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

311 Main St, Irwin, PA, 15642

Get directions

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.

Learn about disclosures →
Other Business Activities

Edward is a board member of Christ United Methodist Rhuch Prime Time Board since 2020, dedicating minimal time. He is also an advisory representative of a RIA called CIRA since 2010, dedicating full-time hours.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2011 - Present · 15 yrs 1 mo
Cambridge Investment Research Advisors, INC.
September 2011 - Present · 15 yrs 1 mo
Cambridge Investment Research, INC.
September 2011 - Present · 15 yrs 1 mo
Previous Registrations
Walnut Street Securities, INC.
July 2007 - October 2011 · 4 yrs 3 mos
Walnut Street Advisers INC
April 2002 - November 2006 · 4 yrs 7 mos
Walnut Street Securities, INC.Broker
February 2001 - October 2011 · 10 yrs 8 mos
Capital Analysts, IncorporatedBroker
April 1994 - February 2001 · 6 yrs 10 mos
Travelers Equities Sales, INC.Broker
September 1977 - April 1994 · 16 yrs 7 mos
State Registrations5 states
MDNYOHPAUT
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.
More Advisors
More financial advisors in Irwin, PA →All financial advisors in Pennsylvania →