Robert Wayland
Robert Wayland is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clearwater, FL, with 28 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
905 S Fort Harrison Ave, Clearwater, FL, 33756
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an advisory representative of a registered investment advisor (RIA) and spends nearly full-time trading. He is also the owner of Bull and Bear Wealth Management Partners, LLC and Wealth Advisory LLC, spending nearly full-time trading for each. Robert also owns RAW Holding LLC, but spends minimal time on it.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
Independent Financial Partners
Mutual Service CorporationBroker
Cascade Financial Management, INC.Broker
Client First Advisors,inc.
Intersecurities, INC.Broker
Intersecurities, INC.Broker
First Union Brokerage Services, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations23 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.