Robert T. Edgar
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CRD#: 4290259
Robert Tim Edgar
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 Tim Edgar, CFP® was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2000. Robert had worked at 7 firms and has passed the Series 66, SIE and Series 7 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) WTE FAMILY LTD P-SHIP: PARTNER: Real estate: IR: Y HRS: 3 SEC. HRS: 0: 06/01/95: Real estate dev. 2) EDGAR INVESTMENTS POS: Pres/Secr/Treas: Investments: IR: Y HRS: 3 SEC. HRS: 0: 02/01/84: Personal/fam investments. 3) LIFE INS TRUST I (R&D C.): TTEE: TTEE fbo Life Insurance Trust: IR: Y HRS: 2 SEC. HRS: 0: 03/08/02: Beaumont TX: Trustee duties. 4) POA FBO B.C.S. POS: B.C.S. Medical poa list NAT: POA: IR: Y HRS: 0 SEC. HRS: 0: 06/02/16: Beaumont: Fiduciary. 5) SE Ventures, LLC; Owner; real estate investment company; NIR; HRS 3; HRS 2; 01/20/2021; Beaumont TX; My role would primarily be as an investor 6) WARREN CR 1325, LLC: Manager: LLC is the gen partner for WTE Family Ltd. Partnership: IR: HRS 1: HRS: 1: 07/01/17: Beaumont: This LLC is the GP for WTE Family Limited Partnership. 7) EASTEX PLAZA, INC: TREAS and Dir: Commercial rental office building lease to Edgar, Kiker & Cross, CPA's, PC: IR: HRS 1: HRS 1: 10/01/01: Beaumont: Officer and dir. of rental property leased to CPA firm. 8) M & E INVESTMENTS, LLC: Family rep for WTE Family Ltd Partnership which is the manager member: owns real estate in Slidell, LA: IR: HRS 1: HRS 1: 10/01/15: Beaumont: Oversee mgmt. of LLC 9) JAC-MIN, LLC: FAMILY REP: MINERAL INTEREST AND LAND: IR: HRS 1: HRS 0: 09/15/2015: Beaumont TX: Along with a rep. from each of the other 3 family groups I share responsibility in the day to day oversight of the above activities and decisions; have sig. authority on bank accounts along with 3 other parties each from 3 family groups; please note the volume of business activity on a daily basis in very limited, 10)EDGAR, KIKER & CROSS, P.C., CPAS: SHAREHOLDER: null: IR: HRS null: HRS null: 01/01/2002: BEAUMONT, TX: null. 11) Robert Edward Worthey Trust: Trust Protector: One of three appointing TTEE: NIR: HRS 1: HRS 1: 4/15/2022: Beaumont, TX: Trust Protectors who are defined to be non-fiduciary roles - See Article 10 of draft of Modification to Trust Agreement. 12) EMW LMTD ACCESS TRST; Trust protector; non-fiduciary role - Article 3.9; IR; HRS 1; HRS 1; 08/25/2022; Beaumont TX; Role of the 3 named trust protectors is to appoint one or more successor Trustees as needed 13) JC LONG TERM RECOVERY GROUP; Board member; Disaster relief for Jefferson County; NIR; HRS 1; HRS 1; 01/01/2022; Beaumont TX; Review and vote on issues brought to the Board 14) CWW FAMILY LEG TRUST; Trust Protector; Listed as a Trust Protector as defined in the Appointment of Successor Trustee and Trust Protectors; NIR; HRS 1; HRS 1; 08/25/2022; Beaumont TX; Main role of the 3 named trust protectors is to appoint one or more Successor Trustees as needed 15) OUBRE EVANN WORTHEY FAMILY LEGACY TRUST; Trust Protector; Listed as a Trust Protector as defined in the Appointment of Successor Trustee and Trust Protectors; NIR; HRS 1; HRS 1; 08/25/2022; Beaumont TX; Main role of the 3 named trust protectors is to appoint one or more Successor Trustees 16) BETTER BUSINESS BUREAU; Board of Directors; board member; IR; HRS 2; HRS 1; 01/01/2008; Beaumont TX; member of executive board/board of directors/on investment subcommittee - investments at local bank/credit union/cd's and MMA 17) EKC ADVISORS, PLLC; AFFILIATED ADVISOR AND PRINCIPAL; FINANCIAL SERVICES; IR; HRS 160; HRS 130; 11/01/1999; Beaumont TX; MKTG ENTITY FOR FINANCIAL SVS
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®
CFP®
Start date: 1994
Experience
Past
September 5, 2025 - December 31, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
BEAUMONT, TX
Past
September 5, 2025 - December 31, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
BEAUMONT, TX
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
BEAUMONT, TX
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BEAUMONT, TX
Past
January 2, 2003 - December 31, 2008
EKC FINANCIAL GROUP, L.L.P.
RIA
CRD#: 115225
BEAUMONT, TX
Past
February 21, 2001 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
BEAUMONT, TX
Past
October 24, 2000 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
BEAUMONT, 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.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law 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.
