Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mann is a financial advisor with over 12 years of experience in the financial services industry. Robert is registered with Cambridge Investment Research Advisors, Inc. and currently holds licenses in North Carolina, South Carolina and Texas. Prior to joining Cambridge, Robert was a financial advisor with Lincoln Financial Securities Corporation, Capital Guardian, LLC and New England Securities. Robert has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
05/05/2023 - Present
Cambridge Investment Research Advisors, Inc. (Fort Mill SC)
NC
12/24/2015 - 03/15/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
NC
07/13/2012 - 12/28/2015
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
10/14/2010 - 07/17/2012
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
07/21/2010 - 10/05/2010
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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