Robert Daly
Robert Daly is a registered investment advisor at Cetera Investment Advisers LLC, based in Byron, 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
Firm Size
IM Fee
Assets Under Management
Location
14804 Hwy 4, Ste. #A, Byron, CA, 94514
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells life, disability, annuities, and long-term care insurance with various companies, dedicating full-time hours to this. He is also a board member for Runnin for Rhett, a youth fitness program, and a member of the Rotary Club of Sacramento, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Securities America, INC.Broker
Primevest Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Financial Network Investment CorporationBroker
Baraban Securities, INC.Broker
State Registrations11 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.