Richard Letellier
Richard Letellier is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Saco, ME, with 47 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
Saco, ME
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Regulatory History (1)
Judgment / Lien
July 2012Other Business ActivitiesSells Insurance
Richard is an independent insurance agent for various companies through Crump Agency, dedicating minimal time. He also works as an advisory representative of a registered investment advisor (RIA), taking nearly full-time hours, and is a W2 employee at Biddeford High School in a sport/fitness/gaming role, taking about a third of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Guardian Investor Services CorporationBroker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
Transamerica Financial Resources, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.