Robert ThevenetCRD Number: 1608374
Current Firm: Cambridge Investment Research Advisors, Inc.
Robert Thevenet (CRD# 1608374) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Voluntown, CT and has over 25 years of experience in the finance industry. Robert Thevenet 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.
Lansdowne Wealth Management, LLC
Upper Left Wealth Management, LLC
Integrated Wealth Concepts LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2011 - Current||12|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2011 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management82,428MILLIONS
Total Number of Accounts461,370ACCOUNTS
Average Account Value$178,659
- 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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