Robert Liddle is a registered investment advisor, based in Edina, MN, with 30 years of industry experience.
Location
7301 Ohms Lane, Suite 460, Edina, MN, 55439
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Regulatory History
Clean regulatory record
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 Activities
Robert is the 100% owner of Liddle Consulting, but this is stated to be for tax purposes only.
Employment History
Current Registrations
Cetera Investment Services LLC
July 2019 - Present · 6 yrs 10 mos
Cetera Investment Services LLCBroker
July 2019 - Present · 6 yrs 10 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
July 2017 - June 2019 · 1 yr 11 mos
Foresters Financial Services, INC.Broker
August 1995 - June 2019 · 23 yrs 10 mos
State Registrations11 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.