Robert
Korljan
Eaton-Cambridge Inc
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About this Advisor
Robert Korljan is a financial advisor based in Phoenix, Arizona, working with Eaton-Cambridge Inc. Robert has previously held positions at Robert Korljan, LTD, Corporate Benefit Services, Inc, Roosevelt Community Church, Omega Family Wealth Counseling, LLC, Eaton-Cambridge Cpa, Pc (Formerly Robert R Korljan Cpa, LTD), Cambridge Tax Advisory, LLC, Johnson Wealth Management, LLC, Eaton-Cambridge Cpa Pc, Eaton-Cambridge Inc, and The Bridge Tax Advisory, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Robert is part of Eaton-Cambridge Inc, which operates out of Phoenix, Arizona. The firm has 10 employees and manages assets totaling $319.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eaton-Cambridge Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eaton-Cambridge Inc Brokerage Details
$319,886,737
10
878
$364,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Korljan Work History
Johnson Wealth Management, LLC
Cambridge Tax Advisory, LLC
Cambridge Tax Advisory, LLC
Roosevelt Community Church
Corporate Benefit Services, Inc
Eaton-Cambridge Inc
Eaton-Cambridge Cpa Pc
The Bridge Tax Advisory, LLC
Eaton-Cambridge Cpa, Pc (Formerly Robert R Korljan Cpa, LTD)
Omega Family Wealth Counseling, LLC
Robert Korljan, LTD
Disclosures
Please visit the SEC profile of Robert Korljan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eaton-Cambridge Inc
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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