RB
RB

Robert Bambrough

42 Years of Experience
Berkley, MI
Broker

Robert Bambrough is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Berkley, MI, with 42 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

Loading...

Location

2900 Coolidge Hwy, Berkley, MI, 48072

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Robert is a managing member of Robert Bambrough Assoc LLC providing tax preparation services, a partner in RHB Investment Co LLC managing a small office building, and a managing member of B & B Investments Berkley LLC. He also serves as a board member for Carrot Pass, an advisory representative for CIRA, a part-owner in LB Three LLC, and a financial advisor and W2 employee for First Focus Financial Group.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2010 - Present · 15 yrs 7 mos
Cambridge Investment Research, INC.Broker
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
VALIC Financial Advisors, INC.Broker
March 1999 - April 2004 · 5 yrs 1 mo
The Variable Annuity Marketing CompanyBroker
December 1983 - December 2001 · 18 yrs
State Registrations15 states
AZCACOFLIAMDMINCNDOHPASCSDTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robert Bambrough - Financial Advisor | TrueAdvisor