Robert Idol is a registered investment advisor, based in Cincinnati, OH, with 22 years of industry experience.
Location
7424 Jager Ct, Cincinnati, OH, 45230
Get directionsHistory
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 Activities
Robert is a limited partner in Geneva Roth Properties LLC (rental property) and a member of Geneva Roth Properties LLC (investor in residential rental). He is also a registered representative with Larmann Financial and a financial advisor with Kestra Advisory Services, spending nearly full-time on these activities.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations10 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.