Robert Allen Duncan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1990 → Present
  Foremost Business Services, Inc
  Port Charlotte, FL
• 07/1994 → 09/2025
  Avantax Investment Services, Inc.
  Port Charlotte, FL
• 09/1995 → 09/2025
  Avantax Advisory Services
  Port Charlotte, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Port Charlotte, FL

Previous Registrations

• 1995-08-25 → 2025-09-05
  Avantax Advisory Services
  Port Charlotte, FL

Other Businesses

Foremost Business Services, In~'NIR'~17466 Foremost Ln.~Port Charlotte~FL~33948~Tax Preparation/Accounting~Tax Preparation/Accounting~6/1/1990~120hrs~100hrs~tax prep/accounting|

Designations

• Certified Financial Planner

Other Names

• Robert Allen Duncan