RK
RK

Robert Kantor

17 Years of Experience
Mandeville, LA
BrokerSells Insurance

Robert Kantor is a registered investment advisor at Cetera Investment Advisers LLC, based in Mandeville, LA, with 17 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

3201 Highway 190, 2nd Fl, Mandeville, LA, 70471

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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 is a finance committee member and advisor to the board at Ronald McDonald House, assisting with investment decisions and policy making, and is also involved in the sale of premium finance life insurance. Additionally, Robert owns rental properties through Mebert LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Cetera Investment Services LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Hancock Whitney Investment Services INC.
January 2016 - August 2022 · 6 yrs 7 mos
Hancock Whitney Investment Services INC.Broker
January 2013 - August 2022 · 9 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2012 - January 2013 · 7 mos
Capital One Investment Services LLCBroker
May 2008 - June 2012 · 4 yrs 1 mo
Capital One Investments, LLCBroker
May 2008 - June 2008 · 1 mo
State Registrations25 states
AKALARAZCACOFLGAILLAMAMDMOMSNCNJNVNYOKSCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.