RL
CFP
RL
CFP

Robert Love

18 Years of Experience
Dubois, PA
BrokerSells Insurance

Robert Love is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dubois, PA, with 18 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

Dubois, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Robert sells fixed insurance products with various companies as an insurance agent and is the founder of Love Financial, LLC, providing financial planning and investment advisory services, dedicating about a quarter of his time to the latter. He also serves as treasurer for the non-profit Wheels of Hope PA, spending minimal time on this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2023 - Present · 2 yrs 7 mos
Cetera Wealth Services, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Securities America Advisors, INC.
June 2013 - November 2023 · 10 yrs 5 mos
Securities America, INC.Broker
June 2013 - November 2023 · 10 yrs 5 mos
LPL Financial LLCBroker
April 2011 - June 2013 · 2 yrs 2 mos
LPL Financial LLC
April 2011 - June 2013 · 2 yrs 2 mos
Investment Professionals, INC.
April 2010 - April 2011 · 1 yr
Investment Professionals, INC.Broker
April 2010 - April 2011 · 1 yr
PNC Investments
November 2009 - April 2010 · 5 mos
PNC InvestmentsBroker
November 2009 - April 2010 · 5 mos
Natcity Investments, INC.
January 2009 - November 2009 · 10 mos
Natcity Investments, INC.Broker
April 2007 - November 2009 · 2 yrs 7 mos
State Registrations8 states
DEFLINNCOHPATXVA
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.