Provenance Wealth Advisors
45yrs
Top advisor by experience in Mason
26yrs
Eric Michael Albright
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience in Ohio
Office3611 Socialville Foster Rd. Suite. 102, Mason, OH 45040
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2014 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2010 – 2014KMS Financial Services, Inc.Previously
- 2006 – 2014Whitehall Financial Services, Inc.Previously
- Sep 2004 – Sep 2006UBS Financial Services Inc.Previously
- 2002 – 2004Quick & Reilly, Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Eric Michael Albright. Eric works from the Mason, OH office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2000, about 26 years. Top 24% by experience in Ohio.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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