Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Douglas Roar is an investment advisor representative with LPL Financial LLC. Robert has been in the industry since 2005 and has been registered with LPL Financial since December 2016. Robert holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials (SIE) exam. Previously, Robert worked at U.S. Bancorp Investments, Inc., Edward Jones, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KY
12/07/2016 - Present
LPL Financial LLC (GRAYSON KY)
KY
04/01/2013 - 12/08/2016
U.S. BANCORP INVESTMENTS, INC. (AUGUSTA KY)
KY
01/16/2009 - 04/02/2013
EDWARD JONES (GRAYSON KY)
KY
01/01/2008 - 01/30/2009
WACHOVIA SECURITIES, LLC (ASHLAND KY)
KY
07/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ASHLAND KY)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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