Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerald Taylor is a financial advisor with Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial services industry. Robert has a broad range of experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and trusts. Robert is registered to offer securities and investment advisory services in Arkansas, Colorado, Mississippi, North Carolina, Oklahoma, and Texas. Robert has earned Series 7 and Series 63 licenses as well as the Series 65 license.
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
OK
08/14/2020 - Present
Cambridge Investment Research Advisors, Inc. (Tulsa OK)
OK
12/12/2011 - 08/18/2020
CETERA ADVISORS LLC (TULSA OK)
OK
07/17/2009 - 12/14/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (TULSA OK)
OK
01/01/2004 - 07/17/2009
MULTI-FINANCIAL SECURITIES CORPORATION (TULSA OK)
GA
03/11/2002 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 03/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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