Roberto Vidal is a ChFC-designated registered investment advisor, based in Decatur, IL, with 16 years of industry experience.
Location
226 W. Eldorado, Decatur, IL, 62522
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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 ActivitiesSells Insurance
Roberto sells life and health insurance since 2010. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Ipi Wealth Management, INC.
October 2020 - Present · 5 yrs 11 mos
Investment Planners, INC.Broker
October 2020 - Present · 5 yrs 11 mos
Previous Registrations
Npa Asset Management, LLC
January 2018 - October 2020 · 2 yrs 9 mos
Npa Asset Management, LLC
April 2014 - December 2017 · 3 yrs 8 mos
Nationwide Planning Associates INC.Broker
March 2014 - October 2020 · 6 yrs 7 mos
MML Investors Services, LLCBroker
November 2009 - March 2014 · 4 yrs 4 mos
State Registrations6 states
FLNCNYORPRTX
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.