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Credentials
Series 63
Experience Industry experience
40 years
Location
Port Leyden, NY 13433
Cambridge Investment Research Advisors
Institution
Timothy Fraser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked with Cambridge Investment Research since 2016. Outside of his advisory role, Fraser is involved in coaching others to ride motorcycles through Go Motorcycling Inc. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered by independent professionals, utilizing multiple custodial platforms and a variety of investment strategies, including proprietary models and third-party solutions.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Port Leyden, NY
7070 Murphy Rd.
Port Leyden NY 13433
Advisors at this office
1
New York
40 years of industry experience
Cambridge Investment Research Advisors, Inc.
2018 - Present • 8 years
Fairfield, IA
Cambridge Investment Research, Inc.
2016 - Present • 10 years
Fairfield, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 66
Boonville, NY
Money Concepts Capital Corp
Lisa Stanford is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 18 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Stanford is involved as secretary of the Boonville Area Chamber of Commerce, and she has roles in radio broadcasting and as a DJ under DJ Unicorn Chaos. Money Concepts Advisory Service provides investment advisory and financial planning to a wide range of clients, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise adviser with several hundred advisors managing approximately $4.07 billion in client assets.
Series 66
Lyon Falls, NY
LPL Financial
David O'Neil Jr. is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked previously at INVEST Financial Corporation, Community Bank, NA, and Morgan Stanley & Co. LLC. Outside of his advisory role, he is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its extensive network of over 22,800 advisors managing more than $819 billion in discretionary assets.
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