RH
Robin A. Hall
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Indianapolis, IN
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CRD#: 2715046
RH
Professional summary
Robin Alan Hall MR., CFP®, who also goes by Robin A Hall, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Indianapolis, Indiana and BRIDGEPORT FINANCIAL SOLUTIONS located in Indianapolis, Indiana.
Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robin has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robin A Hall
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) PREMIER WEALTH ADVISORS, 8650 WILLIAMSHIRE W DR, INDIANAPOLIS, IN, 1/1995 AS OWNER/AGENT SELLING LIFE, DISABILITY, & HEALTH PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10 HR/MO - 10/TRADING. 2) ROBIN A HALL ATTORNEY AT LAW, 8650 WILLIAMSHIRE W. DR., INDIANAPOLIS, IN 46260. BEGAN 02/15/2010 AS OWNER OF PROVIDE ESTATE PLANNING SERVICES TO CLIENTS. NOT INVESTMENT RELATED. DEVOTES 10HR/YR, 0/TRADE. 3) ROBIN A. HALL, ATTORNEY AT LAW; NOT INVESTMENT RELATED; 8650 WILLIAMSHIRE WEST DR. INDIANAPOLIS, IN 46260; IRREVOCABLE LIFE INSURANCE TRUST SERVICES; OWNER; BEGAN 1/27/2006; <1 HOUR/YEAR, NONE DURING TRADING HOURS; ESTABLISHED THE FIRM SO I COULD OPEN AN ILOTA OR TRUST ACCOUNT THROUGH WHICH I COULD PAY THE LIFE INSURANCE PREMIUMS FOR CLIENTS FOR POLICIES OWNED BY ILIT'S AND OF WHICH I WILL BE THE TRUSTEE. THERE ARE APPROXIMATELY 8 TRUSTS I WILL PERFORM THIS FOR 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5) COMMERCIAL LOAN CONSULTING, 8650 WILLIAMSHIRE W DR, INDIANAPOLIS, IN, 2/2013. NEGOTIATE TERMS AND CONDITIONS OF COMMERCIAL LOANS. NIR - 2 HR/WK - 2/TRADING. 6) REVOCABLE TRUST OF ROBIN A HALL, 1919 OLDE MIDDLE GULF ROAD, SANIBEL, FL, RENTAL PROPERTY OWNER, 11/21/20, 5/MO- 0/TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Robin Alan Hall MR.'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®
CFP®
Start date: 1997
Experience
Current
January 27, 2006 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Indianapolis, IN
Current
April 29, 2025 - Present
BRIDGEPORT FINANCIAL SOLUTIONS
RIA
CRD#: 325485
Indianapolis, IN
Past
January 27, 2006 - April 29, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Indianapolis, IN
Past
April 26, 2002 - May 28, 2002
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
September 28, 2001 - January 27, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
INDIANAPOLIS, IN
Past
October 18, 2000 - January 27, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
INDIANAPOLIS, IN
Past
February 29, 2000 - October 26, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
October 14, 1997 - September 29, 1998
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
CLEVELAND, OH
Past
March 5, 1996 - August 20, 1997
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
LAKE ST. LOUIS, MO
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.Highlighted states indicate IAR registrations
IAR
Indiana(1/27/2006)
IAR
Texas(8/3/2021)
IAR
Texas(4/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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.
