Robert Herron
Robert Herron is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Washington Ch, OH, with 39 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
150 W Court St, Washington Ch, OH, 43160
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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 an independent insurance agent since 1999 and a partner in Kall Properties (real estate) since 2000, dedicating minimal time to the latter. He also serves as a trustee for multiple trusts and is an advisory representative of a registered investment advisor (RIA), CIRA, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Tower Square Securities, INC.
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations12 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.