Unclaimed
Robert Bambrough is a financial advisor with over 40 years of experience in the industry. Robert is registered with Cambridge Investment Research Advisors, Inc. in Michigan and Texas. Robert has a strong background in both investment advisory and brokerage services, providing financial guidance and solutions to individuals, families, and businesses. Robert has also previously held positions at VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company. Robert's expertise includes financial planning, portfolio management, and retirement planning.
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
MI
08/07/2017 - Present
Cambridge Investment Research Advisors, Inc. (BERKLEY MI)
TX
03/02/1999 - 04/28/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/07/1983 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 09/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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