Robert Williams
Robert Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Knoxville, TN, with 38 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
413 Northshore Dr, Knoxville, TN, 37919
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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
Robert is an independent insurance agent selling various insurance products since 1987, dedicating a few hours per week. He is also a partner at Millennium Brokerage Group, LLC, consulting with agents on life insurance, and an owner of Millennium Wealth Management, a financial services DBA, spending about a quarter of his time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Securities Service Network, INC.Broker
Seville Capital, INC.Broker
Sunamerica Securities, INC.Broker
Securities Service Network, INC.Broker
State Registrations53 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.