Michael RobertsCRD Number: 5436374
Current Firm: Cambridge Investment Research Advisors, Inc.
Michael Roberts (CRD# 5436374) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jacksons Gap, AL and has over 10 years of experience in the finance industry.
Schuessler & Company
Lipscomb Investment Group, LLC
Fsc Securities Corporation
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2015 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2015 - Current||2|
|Lpl Financial||Alexander City, AL||Jul 2012 - Jun 2015||2|
|Axa Advisors, LLC||New York, NY||Feb 2012 - May 2012||< 1|
|Metlife Securities Inc.||Montgomery, AL||Aug 2008 - Feb 2012||3|
|Ameriprise Financial Services,inc.||Birmingham, AL||Oct 2007 - Aug 2008||< 1|
|Unemployed||Jacksons Gap, AL||Apr 2007 - Oct 2007||< 1|
|Russell Corporation||Alexander City, AL||Jun 1986 - Mar 2007||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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