Robert Smith (CRD# 1169117) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bellville, OH and has over 17 years of experience in the finance industry.
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
CRD# 6166902
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2018 - Current | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2018 - Current | 5 |
| Nationwide Securities, LLC | Columbus, OH | Aug 2008 - Nov 2018 | 10 |
| Nationwide Advisory Services, Inc. | Columbus, OH | Sep 1981 - Nov 2018 | 37 |
| Nationwide Insurance Cos | Columbus, OH | Feb 1980 - Nov 2018 | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- OH
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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