Darrell Rupert
Darrell Rupert is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lakeway, TX, with 28 years of industry experience. Darrell 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
103 Rr 620 South, Lakeway, TX, 78734
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darrell is an agent for fixed index annuities, volunteers providing pro bono financial advice, and owns Rupert Wealth, LLC, where he prepares financial plans, provides investment advice, and manages investments. He also works as a financial advisor for Stream Wealth Partners LLC, assisting with branding and long-term growth strategies; these activities take about half of Darrell's time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Nationwide Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations5 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.