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Robert Taylor

31 Years of Experience
Sacramento, CA
1 DisclosureBrokerSells Insurance

Robert Taylor is a registered investment advisor at Cetera Investment Advisers LLC, based in Sacramento, CA, with 31 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

1300 Ethan Wy Ste 150, Sacramento, CA, 95825

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History

Regulatory History (1)
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Criminal
March 1989
Final Disposition
Other Business ActivitiesSells Insurance

Robert sells life, disability, and annuity insurance products with various companies, dedicating full-time hours to this. He also oversees grounds and safety for Land Park Pacific Little League (a few hours per week), is a co-owner of TKM Wealth Management Group, LLC (minimal time), and is an affiliated person and senior managing partner for Financial Network Wealth Advisors (full-time).

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
November 1996 - Present · 29 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
Securities America, INC.Broker
May 1994 - October 1996 · 2 yrs 5 mos
State Registrations12 states
AKAZCAIDILMAMONYORTXWAWI
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 Taylor - Financial Advisor | TrueAdvisor