Robert Condron (CRD# 1827935) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Mill, SC and has over 25 years of experience in the finance industry. Robert Condron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | Denver, CO | Nov 2019 - Current | 4 |
| Bridge Financial Partners, LLC | Fort Mill, SC | Feb 2012 - Current | 12 |
| H.d. Vest Insurance Agency Inc. | Irving, TX | Nov 2009 - Oct 2019 | 9 |
| H.d. Vest Insurance Agency Inc. | Irving, TX | Oct 2009 - Oct 2019 | 10 |
| H.d. Vest Advisory Services | Fort Mill, SC | Jan 2007 - Oct 2019 | 12 |
| H.d .vest Investment Securities | Fort Mill, SC | Oct 2006 - Oct 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- SC
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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