Jacob Roberie
Jacob Roberie is a registered investment advisor at Cetera Investment Advisers LLC, based in Lafayette, LA, with 12 years of industry experience. Jacob 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
2000 Kaliste Saloom Rd Ste 300, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob refers clients to a financial advisor at Darnall Sikes Wealth Partners LLC and serves as a board member for Lafayette Central Park, Inc. He is also a partner at Darnall Sikes & Frederick, a CPA practice, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 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.