Robert Ventour is a registered investment advisor, based in Ann Arbor, MI, with 24 years of industry experience.
Location
2750 Carpenter Rd, Ste 7, Ann Arbor, MI, 48108
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2019Other Business Activities
Robert owns TRA Tax Services, providing tax preparation, bookkeeping, and accounting services since 2016, taking about half of his time. He also owns Timothy Roberts & Associates LLC, offering investment services/wealth management since 2016, taking about 10-20% of his time. Additionally, Robert is a music director and musician, dedicating a few hours per week since 1984.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
February 2020 - Present · 6 yrs 5 mos
Cetera Investment Advisers LLC
February 2020 - Present · 6 yrs 5 mos
Previous Registrations
Bfc Planning, INC.
October 2018 - November 2019 · 1 yr 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
October 2018 - November 2019 · 1 yr 1 mo
Hd Vest Investment ServicesBroker
September 2017 - October 2018 · 1 yr 1 mo
H.D. Vest Advisory Services, INC
September 2017 - October 2018 · 1 yr 1 mo
Securian Financial Services, INC.
August 2016 - August 2017 · 1 yr
Securian Financial Services, INC.Broker
June 2016 - August 2017 · 1 yr 2 mos
Hd Vest Investment ServicesBroker
November 2014 - May 2016 · 1 yr 6 mos
PFS Investments INC.Broker
April 2012 - December 2012 · 8 mos
Metlife Securities INC.Broker
March 2007 - October 2009 · 2 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
March 2007 - May 2007 · 2 mos
Ameriprise Financial Services, INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
Linsco/private Ledger CORP.Broker
May 2001 - April 2005 · 3 yrs 11 mos
Metlife Securities INC.Broker
December 1995 - May 2001 · 5 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
December 1995 - May 2001 · 5 yrs 5 mos
State Registrations6 states
AZFLGAMIOHTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.