Christy R. Robinson
CAMBRIDGE INVESTMENT RESEARCH ADVISORS | Founder of Atlantis Wealth, Financial Planner
Ridgeland, MS 39157
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CRD#: 3162357
Professional summary
Christy Rachelle Robinson, CFP®, who also goes by Christy Rachelle Combest, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Ridgeland, Mississippi and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Ridgeland, Mississippi.
Christy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Christy has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Christy Rachelle Combest
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) ATLANTIS WEALTH, Madison MS 39110, 06/2006, Certified Financial Planning, Managed Money, Annuities, Life and LTC Insurance, Using Trade name/DBA, INV-REL, 200 HR/MO - 200 HR/MO TRADING. 2) ATLANTIS WEALTH, 113 EDENBERG BND MADISON MS 39110, 09/2023, OWNER, DBA, INV REL, 200 HR/MO 200 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Christy Rachelle Robinson'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: 2002
Experience
Current
December 1, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1000 Highland Colony Pkwy Suite 5203, Ridgeland, MS 39157Office #2: 3102 West End Ave. American Center, Ste. 400, Nashville, TN 37203RIA
CRD#: 134139
Ridgeland, MS
Current
December 1, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1000 Highland Colony Pkwy Suite 5203, Ridgeland, MS 39157Office #2: 3102 West End Ave. American Center, Ste. 400, Nashville, TN 37203BD
CRD#: 39543
Ridgeland, MS
Past
November 2, 2018 - December 3, 2021
OSAIC WEALTH, INC.
RIA
CRD#: 23131
MADISON, MS
Past
November 2, 2018 - December 3, 2021
OSAIC WEALTH, INC.
BD
CRD#: 23131
MADISON, MS
Past
March 29, 2004 - November 2, 2018
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
NASHVILLE, TN
Past
December 24, 1998 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
NASHVILLE, TN
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(9/5/2025)
RR
Colorado(12/1/2021)
RR
Florida(12/1/2021)
RR
Illinois(12/6/2023)
RR
Kentucky(12/1/2021)
RR
Mississippi(12/1/2021)
IAR
Mississippi(12/1/2021)
RR
Pennsylvania(3/19/2025)
RR
South Carolina(10/27/2025)
RR
Tennessee(12/1/2021)
IAR
Tennessee(5/22/2024)
RR
Texas(12/1/2021)
IAR
Texas(12/1/2021)
Exams
State Security Law Exam
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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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.
Founder of Atlantis Wealth, Financial PlannerCRD#: 134139Ridgeland, MS 39157TRUST BUT VERIFY
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