RK
CFP
RK
CFP

Robert Kailes

41 Years of Experience
Torrance, CA
BrokerSells Insurance

Robert Kailes is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Torrance, CA, with 41 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

25500 Hawthorne Blvd, #1140, Torrance, CA, 90505

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert sells fixed insurance products, including life insurance and annuities. He is also a member of the 6201 OFW HOA, dedicating minimal time to making decisions with other HOA members.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
April 1989 - Present · 37 yrs 3 mos
Cetera Wealth Services, LLCBroker
April 1989 - Present · 37 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
American Pacific Securities CorporationBroker
August 1985 - April 1989 · 3 yrs 8 mos
Universal Heritage Investments CorporationBroker
November 1984 - August 1985 · 9 mos
State Registrations22 states
AZCACOCTFLHIIDKSKYMAMIMSMTNVNYOHOKORTXVTWAWI
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.
Robert Kailes - Financial Advisor | TrueAdvisor