Cetera Investment Advisers
41yrs
Top advisor by experience in Irving
5yrs
Robert Case has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Irving, Texas. After a year at Personal Capital Advisors, Robert joined Empower Advisory Group in 2023, a firm offering financial planning, investment management, and educational workshops. Empower Advisory Group reports being paid through a percentage of assets and flat fees.
One of 185 advisors with offices in Irving, and one of 176 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeIrving, TX
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$565,063
Advisors at the firm1,978
States licensed ?1 state
Services through Empower Advisory Group
Financial planningInvestment management for individuals and small businessesEducational 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowEmpower Advisory Group, LLCCurrent firm
- Mar 2022 – Apr 2023Personal Capital Advisors CorporationPreviously
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?
- 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 Robert
How do I contact Robert?
Call Empower Advisory Group at 866-575-4977 and ask for Robert Case. Robert works from the Irving, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Robert hold?
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?
Empower Advisory Group reports being paid by a percentage of the assets they manage, 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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