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Robin M. Webb
CETERA INVESTMENT ADVISERS
ARLINGTON, TX 76010
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CRD#: 4143695
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Robin Monty WebbCETERA INVESTMENT ADVISERS
Professional summary
Robin Monty Webb, who also goes by Rob Monty Webb, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Arlington, Texas and CETERA WEALTH SERVICES, LLC located in Arlington, Texas.
Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Robin has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Aliases
Rob Monty Webb
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. NAME OF OTHER BUSINESS: BEECH MOUNTAIN BIBLE CONFERENCE INVSTMNT RELATED: NO ADDRESS: PO BOX 13712 TAMPA, FL NATURE OF BUSINESS: RELIGIOUS START DATE: 12/2015 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HRS PER WEEK: 0 APX NUMBER OF HRS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADVISORY REGARDING DIRECTION AND FUTURE PLANNING FOR CAMP. 2. NAME OF OTHER BUSINESS: RM WEBB CONSTRUCTION INVSTMNT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: CONSTRUCTION START DATE: 08/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HRS PER WEEK: 5 APX NUMBER OF HRS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DO SMALL CONSTRUCTION JOBS FOR FAMILY AND FRIENDS 3. NAME OF OTHER BUSINESS: ROBIN WEBB - NOTARY PUBLIC INVSTMNT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: NOTARY START DATE: 12/2020 POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC APX NUMBER OF HRS PER WEEK: 0 APX NUMBER OF HRS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES6. NAME OF OTHER BUSINESS: 4. TEXAS BAPTIST BIBLE COLLEGE INVSTMNT RELATED: NO ADDRESS: FORT WORTH, TEXAS 76123 NATURE OF BUSINESS: EDUCATION START DATE: 08/2008 POSITION/TITLE/RELATIONSHIP: VICE-PRESIDENT APX NUMBER OF HRS PER WEEK: 5 APX NUMBER OF HRS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I AM RESPONSIBLE FOR THE ONLINE SCHOOL WEBSITE AND TEACHING SEVERAL OF THE SEMINARY COURSES 5. NAME OF OTHER BUSINESS: MELALEUCA INVSTMNT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: MARKET CONSUMER GOODS START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HRS PER WEEK: 5 APX NUMBER OF HRS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MARKET CONSUMER GOODS TO SITE MEMBERS. 6. NAME OF OTHER BUSINESS: RM WEBB MINISTRIES INVSTMNT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: Religious START DATE: 05/1981 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HRS PER WEEK: 5 APX NUMBER OF HRS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PREACHING AND TEACHING IN CHURCES AND CONFERENCES. 7. NAME OF OTHER BUSINESS: COBLE CRAVENS INVESTMENTS AND INSURANCE INVSTMNT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HRS PER WEEK: 38 APX NUMBER OF HRS DURING TRADING HOURS: 38 BRIEF DESCRIPTION OF DUTIES: ASSIST CURRENT PARTICIPANTS WITH ADMINISTRATIVE NEEDS IN THEIR EMPLOYER SPONSORED PLANS 8. NAME OF OTHER BUSINESS: RM WEBB FINANCIAL INVSTMNT RELATED: YES ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2001 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HRS PER WEEK: 0 APX NUMBER OF HRS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MARKET INSURANCE PRODUCTS
CRS (Client Relationship Summary) - RIA
Click below to view Robin Monty Webb's CRS (Customer Relationship Summary).
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
Current
September 26, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 504 W Main St Ste 101, Arlington, TX 76010RIA
CRD#: 105644
ARLINGTON, TX
Current
September 12, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 504 W Main St Ste 101, Arlington, TX 76010BD
CRD#: 13572
ARLINGTON, TX
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(9/26/2024)
IAR
Texas(9/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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.
