Robert Westbrook
Robert Westbrook is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7425 E Stetson Dr, Scottsdale, AZ, 85251
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Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Robert is an independent insurance agent selling multiple lines of insurance, dedicating about 10-20% of his time to this. He also owns Westbrook Financial Services Inc., manages rental properties, is involved in a real estate holding company, and participates in other business activities, each requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
New England SecuritiesBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.