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Advisors / Pennsylvania / Bear Creek Village
20yrs

Robert Lawrence

Financial advisor at Cetera Investment Advisers

Robert Lawrence is a financial advisor in Bear Creek Village, Pennsylvania, with 20 years in the industry. After 12 years at Avantax Advisory Services, Robert joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.

Bear Creek Village, PACFP®
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At a glance

Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
OfficeBear Creek Village, PA
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Sep 2025 – now
  2. 2013 – 2025
    Avantax Advisory ServicesPreviously

Contact Robert

(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Robert. Bear Creek Village, PAOffice · Get directions

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Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Lawrence. Robert works from the Bear Creek Village, PA office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.

What licenses does Robert hold?

Series 63. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

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.