Robert Balmer (CRD# 2024945) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Greenville, SC and has over 13 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Voya Financial Advisors | West Columbia, SC | Feb 2018 - Jun 2021 | 3 |
| Lincoln Financial Securities Corporation | Columbia, SC | Aug 2013 - Feb 2018 | 4 |
| Self Employed Insurance Agent | Columbia, SC | May 2003 - Aug 2013 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
| S63 | Uniform Securities State Law Examination | Oct 2013 |
- SC
-
Total Assets Under Management46,651MILLIONS
-
Total Number of Accounts192,956ACCOUNTS
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Average Account Value$241,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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