Robert Richardson, financial advisor Brownsville TX
93 score

Robert Richardson

CRD Number: 1415413
Current Firm: Cambridge Investment Research Advisors, Inc.

Robert Richardson (CRD# 1415413) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brownsville, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2016 - Current < 1
Bob Richardson & Associates, Inc. Brownsville, TX Jun 1986 - Current 30
Transamerica Financial Advisors, Inc. Austin, TX Mar 1996 - Mar 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Robert F. Richardson
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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