Financial Gravity Family Office Services
43yrs
Top advisor by experience in Lakeway
25yrs
Darrell Eugene Rupert
Financial advisor at Cetera Investment Advisers
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience in Lakeway
Office103 RR 620 South, Lakeway, TX 78734
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2019 – 2025Avantax Advisory ServicesPreviously
- 2004 – 20191st Global Advisors Inc.Previously
Questions to ask Darrell
Tailored to Darrell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Darrell
How do I contact Darrell?
Call Cetera Investment Advisers at 310-257-7880 and ask for Darrell Eugene Rupert. Darrell works from the Lakeway, TX office.
How long has Darrell been a financial advisor?
Darrell has been in the industry since 2001, about 25 years. Top 22% by experience in Lakeway.
What licenses does Darrell hold?
Series 63. Tap any license on this page to see what it allows.
Is Darrell a fiduciary?
Darrell is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Darrell paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Darrell for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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