RB
RB

Robert Joseph Brinkman

11 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
594 clients
Average Client Portfolio
$637K average
Assets Under Management
$378.2M

Fee Structure

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Location

1000 Potomac Street N.W., Suite 300, Washington D.C., DC, 20007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert works as a financial planner for Capital Investment Advisors, preparing financial plans for a fee. This activity takes about 10-20% of Robert's time.

Employment History
Current Registrations
Capital Investment Advisors
March 2017 - Present · 8 yrs 11 mos
Cambridge Investment Research, INC.
May 2014 - Present · 11 yrs 9 mos
Cambridge Investment Research, INC.Broker
May 2014 - Present · 11 yrs 9 mos
State Registrations5 states
DCKYMDNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.