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Charles Richard Roberts

CAMBRIDGE FINANCIAL SERVICES, LTD·RICHMOND, Virginia
Clean recordCAMBRIDGE FINANCIAL SERVICES, LTD
808 MOOREFIELD PARK DRIVE, RICHMOND, VA 23236CRD# 846282Firm CRD# 111889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Richard Roberts · RICHMOND, VA
Registration
CRD #846282 · CAMBRIDGE FINANCIAL SERVICES, LTD
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Richard Roberts is a registered financial advisor based in RICHMOND, Virginia, affiliated with CAMBRIDGE FINANCIAL SERVICES, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAMBRIDGE FINANCIAL SERVICES, LTD
CAMBRIDGE ADVISORS
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAMBRIDGE FINANCIAL SERVICES, LTD →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 846282
Firm CRD# 111889
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Richard Roberts offer?
Charles Richard Roberts specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Charles Richard Roberts's credentials?
Charles Richard Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Richard Roberts located?
Charles Richard Roberts is based in RICHMOND, Virginia, working with CAMBRIDGE FINANCIAL SERVICES, LTD. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Charles Richard Roberts charge for services?
Charles Richard Roberts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE FINANCIAL SERVICES, LTD?
CAMBRIDGE FINANCIAL SERVICES, LTD has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Wilson Duke Grkovic
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Drew Eugene Biehler
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Research
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