Roberto Vidal is a ChFC-designated registered investment advisor, based in San Juan, PR, with 16 years of industry experience. Roberto is also registered as a broker, so some compensation may come from commissions on products sold.
Location
The City Towers, 252 Ponce de Leon Ave, San Juan, PR, 00918
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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
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.
Investment Planners, INC.Broker
Previous Registrations
Npa Asset Management, LLC
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
MML Investors Services, LLCBroker
State Registrations6 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.
Exams
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