Robert Roland is a registered investment advisor, based in Nelson, NH, with 35 years of industry experience.
Location
Nelson, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various companies since 1990, dedicating a few hours per week. He is also an advisory representative of a registered investment advisor (RIA) and educates others about budgeting and goals. Additionally, Robert is a member of the zoning board of adjustment for the town of Nelson.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln InvestmentBroker
Lincoln Investment
Great American Advisors, INC.
Great American Advisors, INC.Broker
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Commonwealth Equity Services, INC.Broker
Allmerica Investments, INC.Broker
State Registrations5 states
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.