RC
RC

Robert Cheney

32 Years of Experience
Cottonwood Heights, UT
Broker

Robert Cheney is a registered investment advisor at Wells Fargo Advisors, based in Cottonwood Heights, UT, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

6985 S Union Park Ctr, Ste 170, Cottonwood Heights, UT, 84047

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Robert has 100% ownership in Accura Wealth Advisors LLC and RNJ Holdings Inc. He also has partial ownership in Genesys Holdings, LLC and Family Wealth Management LLC, dedicating nearly full-time to Accura Wealth Advisors and minimal time to the other entities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
July 2013 - Present · 12 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2013 - Present · 12 yrs 10 mos
Wells Fargo Advisors
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
RBC Capital Markets, LLCBroker
March 2009 - July 2013 · 4 yrs 4 mos
RBC Capital Markets, LLC
March 2009 - July 2013 · 4 yrs 4 mos
Wachovia Securities, LLC
July 2003 - March 2009 · 5 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - March 2009 · 5 yrs 8 mos
Prudential Securities Incorporated
February 1994 - July 2003 · 9 yrs 5 mos
Prudential Securities IncorporatedBroker
August 1993 - July 2003 · 9 yrs 11 mos
State Registrations40 states
AKARAZCACODEFLGAHIIDILINKSKYLAMAMDMIMNMOMSMTNCNENJNMNVNYOHOKORPASDTNTXUTVAWAWIWY
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 Cheney - Financial Advisor | TrueAdvisor