Robert Taylor
Robert Taylor is a registered investment advisor at Cetera Investment Advisers LLC, based in Sacramento, CA, with 32 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1300 Ethan Wy Ste 150, Sacramento, CA, 95825
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Regulatory History (1)
Criminal
March 1989Other 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
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Securities America, INC.Broker
State Registrations12 states
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
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