Michael Roberts, financial advisor Jacksons Gap AL
96 score

Michael Roberts

CRD 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 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Michael J. Roberts
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • AL
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
96
Clean Record
This advisor has a clean track record with regulators.

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