Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sampson is a financial professional with over 17 years of experience in the financial services industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. and is based in Gales Ferry, CT. Robert Sampson has a broad range of experience, including providing financial planning services, portfolio management, and investment advisory services. Robert Sampson has held previous roles with Lincoln Financial Securities Corporation and First Command Financial Planning, Inc. Robert is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
CT
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Gales Ferry CT)
CT
11/18/2014 - 04/29/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (GALES FERRY CT)
CT
07/30/2004 - 11/05/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (GALES FERRY CT)
IA
Issued 11/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Sampson is the right advisor for you? Invested Better is here to help.
