RN
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Robert Noble

20 Years of Experience
College Park, GA
1 Disclosure

Robert Noble is a registered investment advisor at Cambridge Retirement Partners, based in College Park, GA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
24 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$237.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Cambridge Retirement Partners charges up to 2% annually for investment management, based on the value of your portfolio and the complexity of managing it. This fee is negotiable, and the final agreed-upon fee will be outlined in your advisory agreement.

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Location

College Park, GA

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History

Regulatory History (1)
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Customer Dispute
July 2006
Closed-No Action
Other Business Activities

Robert is a partner of Citizens Wealth Advisors, an advisory firm. He spends minimal time on business related to this.

Employment History
Current Registrations
Cambridge Retirement Partners
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Cambridge Wealth Advisors, LLC
May 2009 - December 2011 · 2 yrs 7 mos
AXA Advisors, LLC
February 2008 - April 2009 · 1 yr 2 mos
Citigroup Global Markets INC.
April 2003 - August 2005 · 2 yrs 4 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.
Robert Noble - Financial Advisor | TrueAdvisor