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Robert H

Series 63

Washington Ch, OH

Cambridge Investment Research Advisors

Robert Herron is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and also operates Herron Financial Group, which he founded in 1999. Outside of his advisory work, he serves as a trustee for multiple family trusts involved in charitable distributions and participates in a local investment club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio strategies across multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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