Matthew Roth is a registered investment advisor, based in Cincinnati, OH, with 30 years of industry experience.
Location
5636 Bridgetown Rd, Ste F, Cincinnati, OH, 45248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an advisory representative of a registered investment advisor, spending about 20 hours per week on investment-related activities. He also owns real estate and works as a CPA, dedicating full-time hours to the CPA role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Nationwide Advisory Services, INC.Broker
MML Investors Services, INC.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.