Robert Nash
Robert Nash is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Carmel, IN, with 37 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
12770 W New Market St., Ste. 207, Carmel, IN, 46032
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2008Customer Dispute
January 2008Regulatory
March 1991Regulatory
November 1989Employment Separation After Allegations
October 1989Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various companies since 2011, and owner of Hedges Consulting since 2012, dedicating about 10-20% of his time. He also makes referrals for basic estate planning and works as an advisory representative of an RIA, taking about half of his time, and as an Investment Advisor Representative for Smart Asset, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Smith Sawyer Smith Investment & Wealth Management, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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.