Robert Lott
Robert Lott is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Birmingham, AL, with 45 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
3535 Grandview Parkway, Suite 400, Birmingham, AL, 35243
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2025Customer Dispute
September 2003Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Robert is an advisory representative of a RIA (CIRA) and an IAR for Greystone Capital Management Inc, spending about half his time and nearly full-time, respectively. He is also an independent insurance agent for various companies, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
NFP Securities, INC.
NFP Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 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.