Robert Weldon
Robert Weldon is a registered investment advisor at Cetera Investment Advisers LLC, based in Safety Harbor, FL, with 28 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
129 6th Ave N, Safety Harbor, FL, 34695
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved in several business activities, including owning residential and commercial rental properties, serving as treasurer for a homeowner's association, and working as an owner/CPA and business manager for Lowery, Weldon and Company, CPAs (full-time). His rental property duties involve collecting rent and maintaining the properties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Rogan & Associates, INC.
Rogan & Associates, INC.Broker
State Registrations6 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.