Robert Waugh
Robert Waugh is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in St. Louis, MO, 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
2705 Dougherty Ferry Road, Suite 205, St. Louis, MO, 63122
Get directionsHistory
Regulatory History (1)
Regulatory
October 2006Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various insurance companies. He also serves as treasurer for ACLU of Missouri and is an advisory representative of a RIA, spending about half his time on the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Asset Strategies, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Transamerica Financial Resources, INC.Broker
Sma Equities, INC.Broker
Financial Planning Consultants, INC.Broker
State Registrations11 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.