Robert K. O'dell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Kennedy O'dell, who also goes by Robert Kennedy Odell, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1989. Robert had worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 1, 2016 - December 20, 2017
COYLE
May 26, 2010 - February 27, 2016
WHEATON WEALTH PARTNERS, LLC
February 3, 2005 - February 10, 2012
LVM CAPITAL MANAGEMENT LTD
October 27, 1999 - May 15, 2001
MESIROW FINANCIAL, INC.
February 19, 1999 - December 22, 1999
TRANSAMERICA FINANCIAL ADVISORS, INC.
March 31, 1998 - February 19, 1999
SECURITIES SERVICE NETWORK, LLC
November 5, 1996 - April 2, 1998
SECURITIES AMERICA, INC.
January 6, 1993 - August 9, 1993
CETERA WEALTH SERVICES, LLC
August 21, 1991 - December 31, 1992
PLANNED INVESTMENTS INC.
November 5, 1990 - August 27, 1991
USLIFE EQUITY SALES CORP.
April 12, 1989 - August 30, 1990
PFS INVESTMENTS INC.
Primary Firm SEC Registration
COYLE
CRD#: 110593 / SEC#: 801-17378
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
COYLE
CRD#: 110593 / SEC#: 801-17378
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,381 |
| AUM (Assets Under Management) | $ 922,183,434 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
