Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Richardson is a financial advisor at Cambridge Investment Research Advisors, Inc. located in Brownsville, TX. Robert has been in the financial services industry since 1996, and has held positions at Transamerica Financial Advisors, Inc., and Philadelphia Life Asset Planning Company. Robert is a registered representative in the state of Texas, and has passed the Series 6, Series 63, Series 65, and SIE exams.
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
TX
03/01/2016 - Present
Cambridge Investment Research Advisors, Inc. (Brownsville TX)
TX
05/08/1996 - 03/29/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BROWNSVILLE TX)
NA
09/07/1989 - 12/31/1989
PHILADELPHIA LIFE ASSET PLANNING COMPANY
IN
07/03/1986 - 12/31/1989
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
GA
08/24/1987 - 08/29/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
01/24/1986 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 02/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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