Ricky Lynn Robertson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
37 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
37 years in the industry.
- Cambridge Investment Research Advisors, Inc.Nov 2017 to now
- Cambridge Investment Research, Inc.Nov 2017 to now
- Joyner Kirkham Keel & Robertson PcJul 1989 to now
- 1st Global Insurance ServicesFeb 2005 to Nov 2017
- 1st Global Advisors, Inc.Feb 2000 to Nov 2017
- 1st Global Capital Corp.Oct 1999 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 4051799
- Firm CRD
- 134139