RB
RB

Robert Burke

4 Years of Experience
Baton Rouge, LA
Broker

Robert Burke is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 4 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

15015 Jamestown Blvd Suite 100, Baton Rouge, LA, 70810

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert works as a financial professional for Horizon Financial Group, dedicating full-time hours to this role. He is also a co-author of "Big League Money" and a board member for Stonelake Village HOA, dedicating minimal time to the book and varying time to the HOA.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
June 2022 - March 2024 · 1 yr 9 mos
State Registrations8 states
AZCAFLINLATNTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.