Individual Firm
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ROBERT DAVID EDGAR Jr
ROBERT DAVID EDGAR, Rob Edgar
CRD#: 2390755
IA
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ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 MAINEVILLE, OH
0
Disclosures
24
Years of Experience
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State Registrations
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Ohio 4/19/2024
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Registered with this firm since 4/19/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/15/2022 - 07/07/2023 | COLUMBUS, OH | |
B | 02/15/2022 - 07/07/2023 | COLUMBUS, OH | |
IA | 07/06/2016 - 01/07/2022 | GREENWOOD VILLAGE, CO | |
B | 07/08/2003 - 01/07/2022 | Topeka, KS | |
B | 09/27/1999 - 03/07/2001 | ST. LOUIS, MO | |
B | 08/20/1993 - 02/26/1996 | SMITHFIELD, RI |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.