John Salley
John Salley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Summerville, SC, with 45 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
129 East Richardson Avenue, Summerville, SC, 29483
Get directionsHistory
Regulatory History (3)
Regulatory
October 2007Customer Dispute
October 1993Customer Dispute
May 1990Other Business ActivitiesSells Insurance
John is an independent insurance agent for various companies through Kazinsurance and Truchoice Financial, spending about 10-20% of his time on each. He is also an advisory representative of a RIA (CIRA), a board member of The Set, Inc. and Charleston Area Black Caucus, and subleases office space.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Dime Securities of Ny, INC.Broker
Invest Financial CorporationBroker
Randolph Brown Securities CorporationBroker
Prudential-Bache Securities INC.Broker
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.