Robert Balmer
Robert Balmer is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, SC, with 24 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
7001 Saint Andrews Road Suite B-2, Columbia, SC, 29212
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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 the owner/president of Balmer & Associates Inc, a financial services DBA, and spends about half his time selling fixed insurance products. He is also the chairman of COB Rugby, Incorporated, dedicating minimal time to meetings and fundraising. Additionally, Robert works full-time as an independent insurance agent selling fixed insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Balmer & Associates INC.
The O.N. Equity Sales CompanyBroker
The O.N. Equity Sales CompanyBroker
Nationwide Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.