Robert Ohanlon is a registered investment advisor, based in Summerfield, NC, with 40 years of industry experience.
Location
Summerfield, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an advisory representative of a registered investment advisor (RIA) and spends about 10-20% of his time in investment-related activities. He also serves as a board member for the War Memorial Foundation and the Boy Scouts of America, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Nationwide Securities, LLC
1717 Capital Management Company
Nationwide Securities, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.