Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ashley is a financial advisor with Cambridge Investment Research Advisors, Inc., a registered investment advisor headquartered in Fairfield, Iowa. Robert is currently registered to provide investment advice in Virginia. Robert has been in the securities industry since September 19, 2001. Before joining Cambridge, Robert was a registered representative with AXA Advisors, LLC. Robert also holds a Series 6, 7, and 66 securities license. In addition to working as a financial advisor, Robert is an Independent Insurance Agent for various independent insurance companies. He is also a member of the Stewardship Committee and Treasurer of Saltville Baptist Church.
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
VA
06/26/2012 - Present
Cambridge Investment Research Advisors, Inc. (Abingdon VA)
VA
07/17/2006 - 07/02/2012
AXA ADVISORS, LLC (ABINGDON VA)
VA
01/24/2005 - 07/05/2006
TOWER SQUARE SECURITIES, INC. (ABINGDON VA)
IA
12/23/1992 - 05/08/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 11/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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