Robert Murray john Van allen
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Investment Services LLCJan 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2024
- Pfg AdvisorsNov 2023 to Dec 2024
- Securities America, Inc.Nov 2023 to Jun 2024
- LPL Financial LLCJul 2023 to Aug 2023
- Bancwest Investment Services, Inc.Oct 2019 to Jul 2023
- Bank of the WestOct 2019 to Jul 2023
- Voya Investment Management Co. LLCMay 2014 to Sep 2019
- Voya Investments Distributor, LLCMay 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3094573
- Firm CRD
- 105644