Robert Charles Darnall
Investment adviser representative at Cetera Planning Partners
15 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$4.2BFirm assets
Are you Robert Charles Darnall? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
15 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Darnall, Sikes, and Frederick CpasJun 2011 to now
- Avantax Planning Partners, Inc.Mar 2026 to Sep 2026
- Avantax Insurance Agency And/or Avantax Insurance ServicesDec 2024 to Sep 2025
- Avantax Advisory ServicesJan 2020 to Sep 2025
- Avantax Investment Services, IncJan 2020 to Sep 2025
Designations
- CFP® certification
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 7207936
- Firm CRD
- 129625