Robert Dugas is a registered investment advisor at Cetera Investment Advisers LLC, based in Metairie, LA, 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
Firm Size
IM Fee
Assets Under Management
Location
3525 N. Causeway Blvd, Metairie, LA, 70002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns RJ Dugas CPA, providing bookkeeping and tax services, dedicating full-time hours to this endeavor. He also operates RJ Dugas CPA as a DBA for his investment business, also dedicating full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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