Robert Miller
Robert Miller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Arlington Heights, IL, with 25 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
415 E Golf Rd., Ste. 117, Arlington Heights, IL, 60005
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2009Judgment / Lien
August 2009Customer Dispute
September 1987Other Business ActivitiesSells Insurance
Robert is the president of an accounting firm since 1982 and a senior lecturer at Northwestern University since 1973. He is also an advisory representative of a RIA and an agent for Miller & Associates, Ltd, spending about half his time on these investment-related activities, and is an independent insurance agent for various companies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Oakbrook Financial Group, LLC
Oakbrook Financial Group, LLCBroker
Cornerstone Professional Advisor Services, LLC
Macken Securities, INC.Broker
Qa3 Financial CORP.Broker
State Registrations1 state
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.