Robert Massey
Robert Massey is a registered investment advisor at Cetera Investment Advisers LLC, based in Madison, GA, 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
Firm Size
IM Fee
Assets Under Management
Location
1030 Barclay Drive, Madison, GA, 30650
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Robert operates under the name Retirement Planning and Financial Services, offering securities and insurance products. He also works with Robert S. Massey Insurance Services, selling life, annuity, and health insurance products for a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Investacorp, INC.Broker
Proequities, INC.Broker
State Registrations23 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.