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Robert Charles Champagne

Cambridge Investment Research, Inc.

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About Robert Charles Champagne

Robert Champagne is an investment professional with over 20 years of experience in the financial services industry. Robert currently works with Cambridge Investment Research, Inc. and has been registered in Massachusetts since March 2009. Robert has also been registered in Rhode Island and Virginia since January 2014. Robert has held previous roles with NEW ENGLAND SECURITIES and TRUSTED SECURITIES ADVISORS CORP.. He is a Series 6 and Series 63 licensed professional with an SIE designation.

Firm Information

Robert Champagne is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Champagne’s Registration & Firm History

MA

03/02/2009 - Present

Cambridge Investment Research, Inc. (Plainville MA)

MA

05/01/2003 - 03/05/2009

NEW ENGLAND SECURITIES (NORTH ATTLEBORO MA)

NY

04/08/1998 - 12/31/2002

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Robert Charles Champagne. Review regulatory record here.
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