Robert Graham
Robert Graham is a registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville, FL, with 21 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
10199 Southside Blvd Ste 200, Jacksonville, FL, 32256
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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
Robert is an agent/broker selling fixed insurance products since 2015, dedicating minimal time to this activity. He also owns Graham Family Farms, LLC, a pine tree farm, since 2023, spending minimal time maintaining the trees.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 states
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