Robert Shipe
Robert Shipe is a registered investment advisor at Cetera Investment Advisers LLC, based in San Luis Obispo, CA, with 14 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
656 Santa Rosa St Ste 3A, San Luis Obispo, CA, 93401
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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 sells fixed insurance products including life, annuities, and long-term care, and works as a financial professional for Wilde Wealth Management Group, dedicating full-time hours to this. He also manages Absolute Janitorial LLC and Financial Offices of Robert R. Shipe DBA Wilde Wealth Management Group, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Edward Jones
Edward JonesBroker
State Registrations15 states
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