Robert Coffin
Robert Coffin is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in The Villages, FL, 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
The Villages, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2025Customer Dispute
February 2019Customer Dispute
June 2018Other Business Activities
Robert works as an advisory representative of a registered investment advisor (RIA) called CIRA. This activity is investment-related and takes nearly all of Robert's time, with 120-160 hours per month spent trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Level Four Advisory Services
LPL Financial LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Equity Brokerage Services, INC.Broker
Ameritas Investment CORP.Broker
State Registrations10 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.