Robert Ralph Korljan
Investment adviser representative at Eaton-cambridge Inc.
34 yearsExperience
1 stateRegistered in
PFSDesignation
$480.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- 724 Capital, LLCAug 2024 to now
- Cambridge Tax Advisory, LLCOct 2004 to now
- Corporate Benefit Services, Inc.Jul 2002 to now
- Eaton-cambridge Inc.Aug 1998 to now
- Johnson Wealth Management, LLCFeb 2020 to Apr 2024
- Eaton-cambridge Cpa PcOct 2017 to Dec 2022
- The Bridge Tax Advisory, LLCJun 2016 to Dec 2016
- Eaton-cambridge Cpa, Pc (formerly Robert R Korljan Cpa, Ltd)Oct 2013 to Dec 2022
- Roosevelt Community ChurchJun 2003 to Mar 2024
- Robert Korljan, LtdJan 1992 to Apr 2017
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Eaton-cambridge Inc.
$480.7MAssets managed
311Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2313014
- Firm CRD
- 116798