Robert Balmer, financial advisor Columbia SC

Robert Balmer

CRD Number: 2024945
Current Firm: Cetera Investment Advisers LLC

Robert Balmer (CRD# 2024945) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, SC and has over 15 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 3
Voya Financial Advisors West Columbia, SC Feb 2018 - Jun 2021 3
Lincoln Financial Securities Corporation Columbia, SC Aug 2013 - Feb 2018 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2009
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for Robert C. Balmer
Phone Number: 310-257-7880
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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