RS
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Robert Scola

33 Years of Experience
Cave Creek, AZ
BrokerSells Insurance

Robert Scola is a registered investment advisor at Cetera Investment Advisers LLC, based in Cave Creek, AZ, with 33 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Cave Creek, AZ

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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 an independent insurance agent with Scola & Scola Associates since 1992, selling various insurance products, and with Ambassador Group since 2015, selling fixed insurance. He also operates Ambassador Financial Management as a registered representative and owns rental property.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2016 - June 2023 · 6 yrs 8 mos
Tower Square Securities, INC.Broker
August 2004 - September 2013 · 9 yrs 1 mo
Ws Griffith Securities, INC.Broker
December 1992 - June 2004 · 11 yrs 6 mos
State Registrations13 states
AZCACODEFLNJNVNYPASCTXVAWA
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 Scola - Financial Advisor | TrueAdvisor