RW
Robert R. Webster
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CRD#: 2849118
RW
Robert Remo Webster
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Remo Webster was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2011. Robert had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Interfaith Council of Southern Nevada- Program nam~'NIR'~2366 E Hacienda~Las Vegas~NV~89119~Other~Teacher/Professor/Trainer~4/19/2006~24hrs~6hrs~Assist in facilitating small group discussions of high school students from diverse backgrounds in breakout sessions and to facilitate interaction during downtime. Facilitate various Workshops under the lead of the Director. Be attentive to the counselor 2) SPIRIT OF HOPE POSITION: Board of Director, Member NATURE: Spirit of Hope is a nonprofit that helps homeless live in a home if they are clean and live a healthy life. Not investment or securities related. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2020 ADDRESS: 411 N Division St, Carson City NV 89703, DESCRIPTION: As a board member I will be required to help make organizational and strategic decisions of the direction of the group. Write articles in local papers promoting spirit of hope. Providing guidance to the executive director with my knowledge of military chaplaincy. I will not be making investment nor handling investments for Spirit of Hope. 3) BIZ ASSEMBLY POSITION: Board of Director, Member NATURE: Is a nonprofit that helps new entrepreneurs start businesses. Not investment or securities related. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/05/2016 ADDRESS: 111 W Proctor St, Carson City NV 89703, United States DESCRIPTION: Mentor provides opportunities to work with entrepreneurs who: 1) are just getting started through the EASI program and/or 2) are existing business who are looking to move to the next level through the EARN program. 4) DEFINING YOUR WEALTH FINANCIAL GROUP, LLC POSITION: Owner NATURE: Help client with solutions with investments, annuities, and other products through Avantax Wealth Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 625 Fairview Dr, STE 121, Carson City NV 89701, United States DESCRIPTION: Owner: running a Financial Services Entity
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
September 5, 2025 - February 26, 2026
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CARSON CITY, NV
Past
September 5, 2025 - February 26, 2026
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Carson City, NV
Past
March 19, 2012 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Carson City, NV
Past
August 1, 2011 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Carson City, NV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
