Robert Gerald Taylor

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → Present
  Utica Capital Management
  Tulsa, OK
• 01/2013 → 08/2020
  Cetera Advisors Llc
  El Segundo, CA
• 08/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-03-25 → 2020-08-18
  Cetera Advisors Llc
  Tulsa, OK
  Greenwood Village, CO

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING, 08/14/20 2) RGT INVESTMENTS, 2100 S. Utica Ave., #300, TULSA OK 74114, United States, 08/01/2020, Owner, 1099 Related, NIR, 2 HR/MO - 1 HR/MO TRADING 3) UTICA CAPITAL, 2100, TULSA OK 74114, United States, 08/14/2020, Agent, DBA Name, INV REL, 1 HR/MO - 1 HR/MO TRADING 4) Robert Taylor, 1407 E 21st St, #300, Tulsa OK 74114, United States, Start Date: 06/2001, Role: Agent, Nature: Insurance / Benefits / Human Resources, Investment Related: No, Hours/Month: 4, Trading Hours/Month: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-14
• S63 Uniform Securities Agent State Law Examination
  2002-04-12

Other Names

• R Gerald Taylor
• Rob Taylor