LPL Financial
47yrs
Top advisor by experience in South Carolina
17yrs
Robert Balmer
Full name on record: Robert Craig Balmer
Financial advisor at Cetera Investment Advisers
Based in Columbia, South Carolina, Robert Balmer is a fiduciary financial advisor with 17 years of industry experience. Robert has been with Cetera Investment Advisers since 2023; before that, Robert spent three years at Voya Financial Advisors and four years at Osaic Fs. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 539 advisors with offices in Columbia, and one of 497 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 56% of advisors in South Carolina
Office7001 Saint Andrews Road Suite B-2, Columbia, SC 29212
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2018 – 2021Voya Financial Advisors, Inc.Previously
- 2014 – 2018Osaic Fs, Inc.Previously
- 2010 – 2013Balmer & Associates Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
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About Robert
How do I contact Robert?
Call Cetera Investment Advisers at 310-257-7880 and ask for Robert Balmer. Robert works from the Columbia, SC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2009, about 17 years. More experience than 56% of advisors in South Carolina.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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