Robert Cheatham
Robert Cheatham is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakeland, FL, with 30 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
726 S Missouri Ave, Lakeland, FL, 33815
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 is an independent insurance agent with Avantax Insurance Agency since 2009, and also sells equity indexed annuities through Avantax Insurance Agency Inc. He is also the president of EICheatham Goleno & Ferguson, P.A. where he does accounting work including LTC and insurance sales, and is a partner in CHEATHAM & FYOCK TAX AND ACCOUNTING LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 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.