Robert Gentry
Robert Gentry is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Kill Devil Hills, NC, with 37 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3118 Croatan Hwy, Suite 210, Kill Devil Hills, NC, 27948
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved in several outside business activities, including serving on the Board of Adjustment and Dangerous Animal Appeal Board for the Town of Nags Head, and as a Church Elder. He is also an independent insurance agent and manages client assets as an advisory representative of a RIA, spending about half his time on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Capital Brokerage CorporationBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Sunamerica Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Aig Equity Sales CORP.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Southmark Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.