Robert Charles Darnall Jr
Investment Adviser Representative at Avantax Planning Partners, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Charles Darnall Jr. is an investment adviser representative in Abbeville, LA, currently registered with Cetera Investment Advisers LLC and Avantax Planning Partners, Inc. They have worked in the securities industry since 2020 and were previously registered with Avantax Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Louisiana and Texas.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas
- Broker:
3 states and territories
Florida, Louisiana, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Darnall, Sikes, and Frederick CPAsJun 2011 – no end date reportedLafayette, LA
- Avantax Investment Services, IncJan 2020 – Sep 2025Lafayette, LA
- Avantax Advisory ServicesJan 2020 – Sep 2025Lafayette, LA
- Avantax Insurance Agency and/or Avantax Insurance ServicesDec 2024 – Sep 2025Lafayette, LA
- Cetera Wealth Services, LLCSep 2025 – no end date reportedLafayette, LA
- Cetera Investment Advisers LLCSep 2025 – no end date reportedSchaumburg, IL
- Avantax Planning Partners, Inc.Mar 2026 – Sep 2026El Segundo, CA
- Cetera Planning PartnersSep 2026 – no end date reportedEl Segundo, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Avantax Planning Partners, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 to $1,000,0001.25%
- $1,000,001 to $2,000,0001.00%
- $2,000,001 to $5,000,0000.75%
- Over $5,000,0000.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Turnkey tax-focused financial planning and wealth management, including salaried Financial Planning Consultants, best-in-class financial plan development, client development support, firm relationship management, and assistance with paperwork, compliance, and marketing.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 258
- Offices listed on AdvisorFinder:
- 31
- Main office:
- Dubuque, IA
- SEC file number:
- 801-50939
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 18, 2026
View full firm profileOther advisors at Avantax Planning Partners, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Charles Darnall Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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