Robert Wilkes is a CFP-designated registered investment advisor, based in Rutherford, NJ, with 13 years of industry experience.
Location
15 Union Avenue, Rutherford, NJ, 07070
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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 sales agent for Avantax Insurance Agency and/or Avantax Insurance Services, spending about half his time on this. He also works as a business/management consultant for Jay Sarno and Associates, dedicating minimal time, and performs clerical work for Ryan Financial full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations5 states
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.