Robert Condron
Robert Condron is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fort Mill, SC, with 36 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
402 Springcrest Dr., Fort Mill, SC, 29715
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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 insurance agent selling life, health, disability, long-term care, vision, and dental insurance with various companies since 2019. He also owns Bridge Financial Partners, LLC, a financial services, insurance, and employee benefits company, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ogilvie Security Advisors CORP
Ogilvie Security Advisors CorporationBroker
Pacific Select Distributors, INC.Broker
Mutual Service CorporationBroker
The Leaders Group, INC.Broker
Pacific Select Distributors, INC.Broker
Carillon Investments, INC.Broker
The Leaders Group, INC.Broker
Manequity, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations16 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.