Robert Vance
Robert Vance is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Englewood, CO, with 7 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
16 Inverness Place E Bldg E-200, Englewood, CO, 80112
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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 life insurance and annuities as an insurance agent since 2019, dedicating minimal time to this activity. He also owns Vance Financial Group, a financial services business, taking about a quarter of his time, and competes in disc golf tournaments.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
State Registrations41 states
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