Eric Roberts
Eric Roberts is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 24 years of industry experience. Eric 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
533 Europe St, Baton Rouge, LA, 70802
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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
Eric owns rental property since 2010, where he maintains the property and collects rent. He is also an independent insurance agent since 2009, selling fixed insurance products for a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations10 states
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