Roy Robert Redman jr
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Matrix Tax & Financial Services LLCDec 2012 to now
- Avantax Advisory ServicesAug 2024 to Sep 2025
- Avantax Insurance Agency, LLCAug 2020 to Sep 2025
- Avantax Investment Services Inc.Aug 2020 to Sep 2025
- Archer Investment CorporationDec 2019 to Aug 2020
- Cetera Financial Specialists LLCMay 2018 to Dec 2019
- Lubrizol CorporationDec 2012 to Jan 2020
- Hd Vest Investment ServicesJul 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5799588
- Firm CRD
- 105644