Robert
Brockland
Cambridge Investment Research Advisors, Inc
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About this Advisor
Robert Brockland is a financial advisor based out of Morganton, North Carolina with a total of 10 years of relevant experience. Brockland is currently employed by Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Brockland Co. & Assoc, The O.N. Equity Sales Company, Ohio National Financial Services, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Brockland has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in North Carolina. Cambridge Investment Research Advisors, Inc is a business headquartered in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 people on staff. It controls $82 billion in total assets among its 461,370 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 accounts, just 10% belong to high-net-worth investors who have at least $1 million in investable assets. The business has a diverse assortment of services, including 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 management fee schedules usually vary depending on which service is offered. However, fee types billed by Cambridge Investment Research Advisors, Inc can consist of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Robert Brockland Work History
Robert has been registered as a financial advisor for 10 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Brockland Co. & Assoc
The O.N. Equity Sales Company
Ohio National Financial Services
*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.
Disclosures
Please visit the SEC profile of Robert Brockland 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
Ann Arbor, MI
Des Moines, IA
Fairfield, IA
Houston, TX
Roanoke, TX
Staten Island, NY
Brentwood, TN
Fairfield, IA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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