RG
Robert A. Gentry
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Nags Head, NC
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CRD#: 1140124
RG
Professional summary
Robert Anthony Gentry, AIF®, who also goes by Bob Gentry, Bobby Gentry, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Nags Head, North Carolina and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Kill Devil Hills, North Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Robert has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Gentry | Bobby Gentry
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)TOWN OF NAGS HEAD, MUNICIPAL COMPLEX, 5401 S CROATAN HIGHWAY BOARD ROOM, NAGS HEAD, NC, BOARD OF ADJUSTMENT MEMBER, 07/03/17, NIR, 5 HR/YR- 5/TRADING HR 2)TOWN OF NAGS HEAD, MUNICIPAL COMPLEX, 5401 S CROATAN HIGHWAY BOARD ROOM, NAGS HEAD, NC, DANGEROUS ANIMAL APPEAL BOARD, 07/01/14, NIR, 1 HR/YR- 1/TRADING HR 3)GENRY FINANCIAL SERVICES, 3118 N CROATAN HWY, STE 210, KIL DEVIL HILLS, NC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/03/00 INV REL, 2 HR/MO- 1/TRADING HR. 4)BOBBY GENTRY, 2423 S MEMORIAL AVE, HTTPS://FINEARTAMERICA.COM/PROFILES/BOBBY-GENTRY, NAGS HEAD, NC. PHOTOGRAPHY DISPLAY AND SALES, 08/01/12, NIR, OWNER, 1 HR/MO- 0/TRADING HR. 5)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80/HR MO-80/TRADING. 04/23/21 IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Anthony Gentry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 23, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 3118 Croatan Hwy Suite 210, Kill Devil Hills, NC 27948RIA
CRD#: 134139
Nags Head, NC
Current
April 23, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3118 Croatan Hwy Suite 210, Kill Devil Hills, NC 27948BD
CRD#: 39543
Kill Devil Hills, NC
Past
January 13, 2004 - April 28, 2021
OSAIC FS, INC.
RIA
CRD#: 3870
KILL DEVIL HILLS, NC
Past
October 23, 2003 - April 28, 2021
OSAIC FS, INC.
BD
CRD#: 3870
KILL DEVIL HILLS, NC
Past
August 19, 2002 - November 3, 2003
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
April 10, 2001 - August 12, 2002
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
VIRGINIA BEACH, VA
Past
January 4, 2000 - August 12, 2002
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
HOUSTON, TX
Past
October 13, 1997 - December 31, 1999
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
October 6, 1995 - September 4, 1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
Past
October 6, 1995 - September 4, 1997
OSAIC FA, INC.
BD
CRD#: 3978
Past
February 3, 1995 - October 13, 1995
PINEBRIDGE SECURITIES LLC
BD
CRD#: 5967
NEW YORK, NY
Past
September 30, 1993 - September 4, 1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
September 30, 1993 - September 4, 1997
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
March 23, 1987 - December 31, 1988
SOUTHMARK FINANCIAL SERVICES, INC.
BD
CRD#: 6518
Past
September 16, 1983 - March 18, 1987
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/25/2024)
RR
Florida(4/23/2021)
RR
Maryland(4/23/2021)
RR
New Mexico(4/23/2021)
RR
North Carolina(4/23/2021)
IAR
North Carolina(4/23/2021)
RR
Tennessee(2/25/2022)
RR
Texas(4/23/2021)
IAR
Texas(4/23/2021)
RR
Virginia(4/23/2021)
RR
Wisconsin(1/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
