Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McCalmont is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Irwin, Pennsylvania. Robert has been in the financial services industry since 1992 and holds several industry licenses and certifications. Robert has previously worked at Tower Square Securities, Inc. and Advantage Capital Corporation. In addition to his work as an investment advisor, Robert also serves as an independent insurance agent, church trustee and a DBA for Duncan Financial Group LLC. Robert works with a variety of client types including individuals, high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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
PA
09/01/2011 - Present
Cambridge Investment Research Advisors, Inc. (IRWIN PA)
PA
03/14/1996 - 09/02/2011
TOWER SQUARE SECURITIES, INC. (IRWIN PA)
GA
08/15/1994 - 03/18/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
07/17/1992 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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