David Robertson
David Robertson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Novi, MI, 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
41895 Eleven Mile Rd, Ste 102, Novi, MI, 48375
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2007Customer Dispute
July 2003Other Business ActivitiesSells Insurance
David is an independent insurance agent for various companies, dedicating a few hours per week to this activity. He also owns multiple rental properties and is president of both David Robertson Inc., David Robertson Holding Company LLC, and The Financial Center LLC, a registered investment advisory firm.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
The Financial Center, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Multi-Financial Securities CorporationBroker
Ifg Network Securities, INC.Broker
Sii Investments, INC.Broker
Sunamerica Securities, INC.Broker
Martha R. Seger & Associates, INC.Broker
Sunamerica Securities, INC.Broker
Mariner Financial Services, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations22 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.