Robert
Stafford
Cetera Investment Advisers LLC
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About this Advisor
Robert Stafford is a financial advisor based in Lake Mary, Florida with a total of 2 years of industry experience. Stafford is an employee of Cetera Investment Advisers LLC. Throughout their career, Stafford has worked at Axa Advisors, LLC, Bankers Life, Ruth'S Chris, Fx Renew, Pruco Securities LLC, The Prudential Insurance Company Of America, Cetera Investment Services LLC, Regions Bank and Cetera Investment Advisers LLC. Stafford has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Cetera Investment Advisers LLC is an advisory firm operating out of Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 people on staff. It controls $33 billion in assets under management across its 176,986 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 431 charities and foundations. Of its 176,986 client accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on the financial services offered. However, fees charged by Cetera Investment Advisers LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Stafford Work History
Robert has been registered as a financial advisor for 2 years.*
Cetera Investment Services LLC
Regions Bank
Cetera Investment Advisers LLC
Pruco Securities LLC
The Prudential Insurance Company Of America
Axa Advisors, LLC
Bankers Life
Ruth'S Chris
Fx Renew
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Stafford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
Oklahoma City, OK
New York, NY
San Marino, CA
Anaheim, CA
Medford, OR
Knoxville, TN
Pittsburgh, PA
Irvine, CA
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