Robert Sampson (CRD# 4785762) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gales Ferry, CT and has over 19 years of experience in the finance industry. Robert Sampson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research,inc. | Fairfield, IA | Apr 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2021 - Current | 3 |
| Lincoln Financial Securities Corporation | Gales Ferry, CT | Nov 2014 - Apr 2021 | 6 |
| First Command Financial Services, Inc. | Fort Worth, TX | Apr 2004 - Oct 2014 | 10 |
| First Command Financial Planning | Fort Worth, TX | Jan 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- CT
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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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