Robert Scott Villines
Investment adviser representative at Cetera Investment Advisers LLC
17 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
17 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Wealth Services, LLCJul 2025 to now
- Ssak Holdings, LLCMay 2025 to now
- Professional MusicianAug 2018 to now
- Peterson International InsuranceSep 2016 to now
- Guardian Disability InsuranceMar 2012 to now
- Avantax Insurance Agency, LLCJun 2018 to Sep 2025
- Avantax Advisory ServicesMar 2010 to Sep 2025
- Avantax Investment Services, Inc.Oct 2009 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
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
- 5722446
- Firm CRD
- 105644