Cambridge Investment Research Advisors, Inc
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About this Advisor
Matt Roberts is a financial advisor working out of Cedar Grove, North Carolina, with 4 years of relevant experience. Roberts is currently employed by Cambridge Investment Research Advisors, Inc. Over the course of their career, Roberts has held roles at Pruco Securities, LLC, The Prudential Insurance Company Of America, Transamerica Financial Advisors, Inc, June-Neri Financial, Signator Investors, Inc, Royal Alliance Associates, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Roberts holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in North Carolina. Cambridge Investment Research Advisors, Inc is an advisory company operating out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It has $82 billion in assets between its 461,370 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a diverse array of services, such as 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. Financial advisory fee schedules usually are based on which service is offered. Fees billed by Cambridge Investment Research Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
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Cambridge Investment Research Advisors, Inc Brokerage Details
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
Matt Roberts Work History
Matt has been registered as a financial advisor for 4 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Royal Alliance Associates, Inc
Signator Investors, Inc
The Prudential Insurance Company Of America
Transamerica Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Matt Roberts 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 Cambridge Investment Research Advisors, Inc
Salt Lake City, UT
Staten Island, NY
Ormond Beach, FL
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