Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Flint
35yrs
Robert Wright
Full name on record: Robert Carlos Wright
Financial advisor at Cambridge Investment Research Advisors
Robert Wright is a fiduciary financial advisor in Flint, Michigan, with 35 years in the industry. After six years at Transamerica Financial Advisors, Robert joined Cambridge Investment Research Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 52 advisors with offices in Flint, and one of 49 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office2337 Stonebridge Dr. Building F, Flint, MI 48532
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2010 – 2016Transamerica Financial Advisors, LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Robert Wright. Robert works from the Flint, MI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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