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Robert Queen

27 Years of Experience
Lighthouse Point, FL
BrokerSells Insurance

Robert Queen is a registered investment advisor at Cetera Investment Advisers LLC, based in Lighthouse Point, FL, with 27 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

Lighthouse Point, FL

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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 a Senior Vice President at Hub International, providing services to 401(k) employee benefits clients. This takes about a quarter of his time, including a significant portion during trading hours. He also works with various insurance companies selling fixed insurance, life, health, and disability insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2019 - June 2023 · 4 yrs 5 mos
Sageview Advisory Group, LLC
May 2009 - July 2017 · 8 yrs 2 mos
Hrh Investment Advisors, LLC
January 2009 - April 2009 · 3 mos
Hrh Investment Advisors, LLC
October 2004 - December 2008 · 4 yrs 2 mos
Westport Financial Services, L.L.C.Broker
October 2003 - December 2008 · 5 yrs 2 mos
Jefferson Pilot Securities CorporationBroker
September 2002 - October 2003 · 1 yr 1 mo
Goldk Investment Services, INCBroker
April 2001 - August 2002 · 1 yr 4 mos
Pan-American Financial AdvisersBroker
August 2000 - January 2001 · 5 mos
New England SecuritiesBroker
September 1996 - December 1998 · 2 yrs 3 mos
State Registrations3 states
CAFLNY
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.