James
Roberts
Cambridge Investment Research Advisors, Inc
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About this Advisor
James Roberts is a financial advisor based in Alpharetta, Georgia, working with Cambridge Investment Research Advisors, Inc. James has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Fsc Securities Corp, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, James is part of Cambridge Investment Research Advisors, Inc, which operates out of Alpharetta, Georgia. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
James Roberts Work History
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Fsc Securities Corp
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of James Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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