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Robin Ann Bess

CAMBRIDGE FINANCIAL ADVISORS, LLC·SALIDA, Colorado
Series 65Clean record11 years registeredCAMBRIDGE FINANCIAL ADVISORS, LLC
339 E HIGHWAY 50, SALIDA, CO 81201CRD# 6290767Firm CRD# 118314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robin Ann Bess · SALIDA, CO
Registration
CRD #6290767 · CAMBRIDGE FINANCIAL ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE FINANCIAL ADVISORS, LLC
Sep 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 5, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMBRIDGE FINANCIAL ADVISORS, LLC
CRD 118314 · SEC 801-129597
Employees
3
Total firm employees
Services offered by CAMBRIDGE FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAMBRIDGE FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Robin Ann Bess offer?
Robin Ann Bess specializes in Financial Planning, Investment Management. Contact their office in SALIDA, Colorado for a consultation.
What are Robin Ann Bess's credentials?
Robin Ann Bess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robin Ann Bess located?
Robin Ann Bess is based in SALIDA, Colorado, working with CAMBRIDGE FINANCIAL ADVISORS, LLC. Their office serves clients in the SALIDA metropolitan area and surrounding communities.
How does Robin Ann Bess charge for services?
Robin Ann Bess's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE FINANCIAL ADVISORS, LLC?
CAMBRIDGE FINANCIAL ADVISORS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMBRIDGE FINANCIAL ADVISORS, LLC

Peter Lyndon Gabriel
SALIDA, CO
Joel E. Fay
SALIDA, CO

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