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Carl Robert Roder

Lincoln Financial Distributors, Inc.

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About Carl Robert Roder

Carl Robert Roder is a financial professional with over 20 years of experience in the industry. Carl is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Prior to joining Lincoln Financial Distributors, Inc., Carl worked for Global Atlantic Distributors, LLC, LPL Financial LLC, AIG Capital Services, Inc., ING Financial Partners, Inc., ING Financial Advisers, LLC and Directed Services, Inc. Carl holds Series 6, 7, 63 and 65 licenses as well as the SIE exam.

Firm Information

Carl Roder is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Carl Roder’s Registration & Firm History

PA

12/12/2019 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

PA

01/20/2016 - 07/29/2019

GLOBAL ATLANTIC DISTRIBUTORS, LLC (BERWYN PA)

NJ

10/10/2014 - 10/31/2014

LPL FINANCIAL LLC (MOUNT LAUREL NJ)

CA

04/08/2011 - 09/02/2014

AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)

CT

01/03/2011 - 03/22/2011

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

CT

02/03/2010 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

PA

10/07/2003 - 12/31/2009

DIRECTED SERVICES LLC (WEST CHESTER PA)

PA

10/13/2000 - 12/13/2002

DIRECTED SERVICES, INC. (WEST CHESTER PA)

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Licenses & Designations

IA

Issued 10/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/29/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Carl Robert Roder. Review regulatory record here.
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