Robert Lawrence
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cetera
Location
Bear Creek Village, PA
Credentials
CFP®, Series 63
Industry experience
19 years
About
Robert Lawrence is a CFP® certificant with 19 years of industry experience, currently advising at Cetera. His career includes roles at Avantax Advisory Services and Strategic Personal Financial Management LLC. Outside of finance, he holds leadership positions with Wendy’s restaurant operations and serves as treasurer for the Wilkes-Barre Rotary Club. Cetera Investment Advisers supports a wide range of clients including individuals, high-net-worth investors, institutions, and retirement plans through a large network of independent advisors. The firm offers diverse portfolio management and planning services, combining discretionary and non-discretionary solutions with access to model portfolios and third-party managers.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
Bear Creek Village, PA
Most active in
Robert L has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
Cetera Wealth Services, LLC
2025 - Present (1 year)
Cetera
2025 - Present (1 year)
Strategic Personal Financial Management LLC
2021 - Present (5 years)
K and L Partnership
2017 - Present (9 years)
Avantax Advisory services
2013 - 2025 (12 years)
Avanatax Investment Services, Inc.
2006 - 2025 (19 years)
Lawrence Cable & Co LLP
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Matthew P
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
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CFP®, Series 63, Series 65
West Pittston, PA
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Series 65
West Pittston, PA
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Series 65
Dallas, PA
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Dallas, PA
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Series 65, Series 66
Wilkes Barre, PA
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