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Robert Schlumberger

39 Years of Experience
Crystal River, FL
BrokerSells Insurance

Robert Schlumberger is a registered investment advisor, based in Crystal River, FL, with 39 years of industry experience.

Location

6220 West Corporate Oaks Dr., Crystal River, FL, 34429

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Robert is treasurer/comptroller for Meadow Crest Condo I assoc. Inc, president of Schlumberger Accounting Services, Inc, and an agent for Avantax Insurance Agency. He also works as an employee for AKSALA WEALTH ADVISORS, LLC and VP for SCHLUMBERGER-JONES CPA & CO, spending nearly full-time on the latter.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
October 1993 - September 2025 · 31 yrs 11 mos
Avantax Investment Services, INC.Broker
July 1986 - September 2025 · 39 yrs 2 mos
State Registrations1 state
FL
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 Schlumberger - Financial Advisor | TrueAdvisor