Robert Darnall is a CFP, PFS-designated registered investment advisor, based in Lafayette, LA, with 6 years of industry experience.
Location
2000 Kaliste Saloom Rd Ste 300, Lafayette, LA, 70508
Get directionsHistory
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 refers clients to a financial advisor, works as a CPA providing tax and audit services, and is co-treasurer for a school foundation. He also owns a real estate entity and is an insurance agent, dedicating minimal time to each of these last three activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 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.