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Robert Lane

40 Years of Experience
Pueblo, CO
1 DisclosureBrokerSells Insurance

Robert Lane is a registered investment advisor at Cetera Investment Advisers LLC, based in Pueblo, CO, with 40 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

45 Country Club Village, Pueblo, CO, 81008

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2007
Other Business ActivitiesSells Insurance

Robert operates Lane Strategies as a financial advisor since 2007, dedicating nearly full-time hours. He also works as an insurance agent selling life, health, annuities, and long-term care products, spending a few hours per week. Finally, Robert is a passive co-owner of Elledge Music Inc. and a candidate for Colorado Senate.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
March 2015 - Present · 11 yrs 2 mos
Cetera Advisors LLCBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
March 2015 - March 2024 · 9 yrs
Spc
September 2013 - March 2015 · 1 yr 6 mos
Parkland Securities, LLCBroker
April 2007 - March 2015 · 7 yrs 11 mos
Presidential Brokerage, INC.Broker
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
October 2001 - December 2002 · 1 yr 2 mos
First Union Securities, INC.Broker
May 1998 - September 2001 · 3 yrs 4 mos
MML Investors Services, INC.Broker
May 1990 - April 1997 · 6 yrs 11 mos
Metlife Securities INC.Broker
November 1986 - December 1989 · 3 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
April 1984 - December 1989 · 5 yrs 8 mos
State Registrations5 states
AZCOGAVAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.