Robert Russell Daly

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2024 → Present
  Financial Network Wealth Advisors Llc
  Sacramento, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 8/28/12 APX NUMBER OF HOURS PER WEEK: 40 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: N/A POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: RUNNIN FOR RHETT INVESTMENT RELATED: NO ADDRESS: 5117 WORCESTER WAY ELK GROVE, CA 95758 NATURE OF BUSINESS: RUNNING A GROUP THAT SUPPORTS A YOUTH FITNESS PROGRAM AT GREATER SACRAMENTO SCHOOLS. START DATE: 6/1/2012 APX NUMBER OF HOURS PER WEEK: 3 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: N/A BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER; 3. NAME OF OTHER BUSINESS: ROTARY CLUB OF SACRAMENTO INVESTMENT RELATED: NO ADDRESS: 355 COMMERCE CIRCLE SACRAMENTO CA 95815 NATURE OF BUSINESS: SERVICE ORGANIZATION START DATE: 10/2007 APX NUMBER OF HOURS PER WEEK: 3 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: N/A BRIEF DESCRIPTION OF DUTIES: MEMBER, HELP WITH MEETING SETUP EVERY MONDAY, AND HELP WITH COMMUNITY SERVICE PROJECTS.; 4. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: AFFILIATED PERSON START DATE: 01/02/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANGEMENT, START DATE: 11/2024 , POSITION/TITLE/RELATIONSHIP: SENIOR MANAGING PARTNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: LLC FOR EXPENSE MANAGEMENT;

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-05

Other Names

• Bob Daly
• Robert Russell Daly