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Robert Osborn

32 Years of Experience
Corpus Christi, TX
BrokerSells Insurance

Robert Osborn is a registered investment advisor at Cetera Investment Advisers LLC, based in Corpus Christi, TX, with 32 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

210 S Carancahua, Suite 603, Corpus Christi, TX, 78401

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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.

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Other Business ActivitiesSells Insurance

Robert is affiliated with Harbor Financial Group, focusing on securities and fixed insurance, dedicating nearly full-time hours to this activity. He earns commissions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 2009 - Present · 17 yrs
Previous Registrations
Cetera Advisors LLC
October 2009 - March 2024 · 14 yrs 5 mos
Herndon Plant Oakley, LTD.Broker
February 2000 - May 2009 · 9 yrs 3 mos
Primevest Financial Services, INC.Broker
December 1993 - February 2000 · 6 yrs 2 mos
State Registrations3 states
AZCATX
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 Osborn - Financial Advisor | TrueAdvisor