Carol Robinson, financial advisor Fairfield IA

Carol Robinson

CRD Number: 6485776
Current Firm: Cambridge Investment Research Advisors, Inc.

Carol Robinson (CRD# 6485776) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairfield, IA and has over 4 years of experience in the finance industry.

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Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2016 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA May 2015 - Current 6
Optimae Life Services Ottumwa, IA Dec 2014 - May 2015 < 1
Mcgrath Auto Group Hiawatha, IA Jul 2014 - Oct 2014 < 1
Abbe Center For Community Mental Health Cedar Rapids, IA Jul 2012 - Jul 2014 2
Aspen Athletic Club Cedar Rapids, IA Nov 2013 - May 2014 < 1
Pro Video, Inc. Cedar Rapids, IA Jul 2011 - Jul 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Carol D. Robinson
Phone Number: 641-472-5100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
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, WY

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