Ricky Robertson
Ricky Robertson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Richmond, VA, with 26 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
5012 Monument Ave., Ste. 300, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ricky is an owner of Equity Income Properties LLC and JKKR Wealthcare LLC, a board member of Sandston Youth Association Inc, and an owner/CPA at Joyner, Kirkham, Keel, & Robertson, P.C. He also owns Rocking R Farm LLC, rents farmland, is an advisory rep of CIRA, and is an independent insurance agent.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations20 states
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