RE
CFP · PFS
RE
CFP · PFS

Robert Easterling

25 Years of Experience
Brimingham, AL
BrokerSells Insurance

Robert Easterling is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Brimingham, AL, with 25 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1000 Providence Park Ste 100, Brimingham, AL, 35242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Robert owns Doubleoak Financial Group LLC, providing financial planning and advisory services, dedicating full-time hours. He also sells fixed insurance products (life, disability, fixed annuities, and long-term care) as an insurance agent, spending minimal time, and prepares income taxes during tax season for about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
July 2003 - March 2024 · 20 yrs 8 mos
The Advisors Group, INC.
July 2001 - July 2003 · 2 yrs
The Advisors Group, INC.Broker
March 2001 - July 2003 · 2 yrs 4 mos
State Registrations14 states
ALFLGAKYMSNCNENMNYPASCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.