Robert Courter
Robert Courter is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Glendale, AZ, with 47 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
17505 N. 79th Avenue, Ste. 305A, Glendale, AZ, 85308
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2012Customer Dispute
October 1992Other Business ActivitiesSells Insurance
Robert works as an advisory representative of a registered investment advisor (RIA), spending nearly full-time on this activity, including trading. He is also an insurance agent, dedicating minimal time to this role, and operates under the trade name Arrowhead Financial Services.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
Wedbush Securities INC.
Wedbush Securities INC.Broker
Paine, Webber, Jackson & Curtis INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
State Registrations6 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.