Robert Mclarnon
Robert Mclarnon is a registered investment advisor at Cetera Investment Advisers LLC, based in Yardley, PA, with 9 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
1100 Quarry Commons Drive, Yardley, PA, 19067
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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 as an insurance agent, dedicating a few hours per week. He also owns Strack Associates Inc (income tax preparation/bookkeeping), is a partner in BCWM Realty Group LLC (commercial real estate), Bucks County Wealth Management LLC (financial services), and Calculating Destiny LLC (tax/accounting services).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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