CR
ChFC
CR
ChFC

Christopher Roberts

34 Years of Experience
Troy, MI
BrokerSells Insurance

Christopher Roberts is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Troy, MI, with 34 years of industry experience. Christopher 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

50 W Big Beaver Rd Suite 600, Troy, MI, 48084

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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

Christopher is a senior partner at Horizon Advisers, a financial services DBA, and spends about three-quarters of his time there. He is also an independent insurance agent selling fixed insurance products and dedicates minimal time to this. Christopher also maintains books for tax reporting of his business expenses through CTR Financial INC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2014 - June 2021 · 7 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2014 - June 2021 · 7 yrs 1 mo
LPL Financial LLC
June 2010 - May 2014 · 3 yrs 11 mos
LPL Financial LLCBroker
September 2009 - May 2014 · 4 yrs 8 mos
Mutual Service CorporationBroker
July 2002 - September 2009 · 7 yrs 2 mos
Vestax Securities CorporationBroker
April 1998 - July 2002 · 4 yrs 3 mos
The O.N. Equity Sales CompanyBroker
February 1996 - May 1998 · 2 yrs 3 mos
John Hancock Distributors, INC.Broker
January 1992 - February 1996 · 4 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
January 1992 - February 1996 · 4 yrs 1 mo
State Registrations17 states
CACOFLGAIAILMDMIMONCNVNYOHSCTNTXVA
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.