Robert BloughCRD Number: 5294453
Current Firm: Cetera Investment Advisers LLC
Robert Blough (CRD# 5294453) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Houston, PA and has over 7 years of experience in the finance industry. Robert Blough 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.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|Cetera Investment Advisers LLC||Schaumburg, IL||Jun 2011 - Current||6|
|Cetera Financial Specialists LLC||Schaumburg, IL||Aug 2009 - Current||7|
|Emerson||Columbus, OH||Mar 2006 - May 2011||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
|S63||Uniform Securities State Law Examination||Oct 2009|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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