Robert C. Wayland
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Clearwater, FL 33756
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CRD#: 2881965
Professional summary
Robert Cary Wayland, CFP®, who also goes by Rob Wayland, Robert Cary Wayland Jr, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Clearwater, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Clearwater, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 12 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Wayland | Robert Cary Wayland Jr
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) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 09/19/2022 2) BULL AND BEAR WEALTH MANAGEMENT PARTNERS, LLC, 905 S Fort Harrison Ave, Clearwater FL 33756, United States, 07/25/2024, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 3) WEALTH ADVISORY LLC, 905 S Fort Harrison Ave, Clearwater FL 33756, 02/2024, Owner, DBA Name, INV REL, 160 HR/MO, 140 HR/MO TRADING. 4) RAW HOLDING LLC, 905 S Fort Harrison Ave, Clearwater FL 33756, United States, 01/06/2012, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Robert Cary Wayland'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: 2005
Experience
Current
September 14, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 905 S Fort Harrison Ave, Clearwater, FL 33756RIA
CRD#: 134139
Clearwater, FL
Current
September 13, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 905 S Fort Harrison Ave, Clearwater, FL 33756BD
CRD#: 39543
Clearwater, FL
Past
May 10, 2016 - September 6, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Clearwater, FL
Past
December 11, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Clearwater, FL
Past
December 8, 2015 - September 6, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Clearwater, FL
Past
September 8, 2009 - December 16, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
CLEARWATER, FL
Past
July 15, 2009 - December 17, 2015
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
CLEARWATER, FL
Past
July 11, 2008 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
CLEARWATER, FL
Past
March 7, 2006 - July 17, 2008
CASCADE FINANCIAL MANAGEMENT, INC.
BD
CRD#: 119030
CLEARWATER, FL
Past
January 13, 2006 - October 14, 2008
CLIENT 1ST ADVISORY GROUP
RIA
CRD#: 113085
CLEARWATER, FL
Past
January 14, 2005 - March 13, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
July 12, 2000 - December 31, 2004
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
February 25, 1999 - June 27, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
April 29, 1997 - November 30, 1998
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
SAN MATEO, CA
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(9/14/2022)
RR
Arizona(11/7/2023)
RR
California(9/13/2022)
RR
District of Columbia(9/13/2022)
RR
Florida(9/13/2022)
IAR
Florida(9/19/2022)
RR
Georgia(9/13/2022)
RR
Illinois(9/13/2022)
RR
Iowa(9/13/2022)
RR
Maryland(2/20/2024)
RR
Massachusetts(9/13/2022)
RR
New Hampshire(4/30/2024)
RR
New Jersey(9/14/2022)
RR
New Mexico(9/13/2023)
RR
New York(9/13/2022)
RR
North Carolina(9/14/2022)
RR
North Dakota(9/13/2022)
RR
Ohio(9/13/2022)
RR
Pennsylvania(9/13/2022)
RR
South Carolina(9/13/2022)
RR
Tennessee(9/13/2022)
RR
Texas(9/14/2022)
IAR
Texas(9/14/2022)
RR
Virginia(9/13/2022)
RR
Wisconsin(9/12/2023)
Exams
State Security Law 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Clearwater, FL 33756TRUST BUT VERIFY
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