Unclaimed Profile

Charles Richard Roberts

CAMBRIDGE FINANCIAL SERVICES, LTD·RICHMOND, Virginia

Series 4, Series 5, Series 7, Series 12, Series 15, Series 24, Series 53, Series 63, Series 66Clean record19 years registeredCAMBRIDGE 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 · 19 years registered

Brand Profile

Not yet started

Career History

FINANCIAL FREEDOM PLANNERS

Aug 2013 – present

CAMBRIDGE ADVISORS

Sep 2009 – Aug 2013

RICHMOND, VA

THOMPSON DAVIS & CO., INC.

Feb 2007 – Sep 2007

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 4

Series 5

Series 7

Series 12

Series 15

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · February 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIDGE FINANCIAL SERVICES, LTD

CRD 111889 · SEC 801-30978

AUM

$45M

Regulatory assets under management

Employees

180 client accounts

Services offered by CAMBRIDGE FINANCIAL SERVICES, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMBRIDGE FINANCIAL SERVICES, LTD →

Introduction

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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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