RB
CFP
RB
CFP

Robert Blough

16 Years of Experience
Houston, PA
BrokerSells Insurance

Robert Blough is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, PA, with 16 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

103 Norman St, Houston, PA, 15342

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert operates Blough Financial Services as a DBA, working as a financial advisor and dedicating about a quarter of his time to it. He also sells group life insurance through Cincinnati Life Insurance Company, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2011 - Present · 14 yrs 10 mos
Cetera Financial Specialists LLC
December 2009 - Present · 16 yrs 5 mos
Cetera Financial Specialists LLCBroker
December 2009 - Present · 16 yrs 5 mos
State Registrations19 states
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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.
Robert Blough - Financial Advisor | TrueAdvisor