Robert Villines
Robert Villines is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, 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
Firm Size
IM Fee
Assets Under Management
Location
5800 E Skelly Dr, Suite 721, Tulsa, OK, 74135
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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 insurance agent selling disability insurance and equity indexed annuities. He also co-owns Villines Wealth Management, LLC, where he manages investments, sells insurance, and provides financial planning services, dedicating nearly full-time hours to this venture. Additionally, Robert is a landlord and professional musician, and invests in a holding company.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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