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Robert Louis Weimer

INVESTMENT DISTRIBUTORS
COVINGTON, KY
·CRD# 1746751·39 years experience

Professional Summary

Robert Louis Weimer, who also goes by Bob Weimer, is a registered financial advisor currently at INVESTMENT DISTRIBUTORS, INC. located in Covington, Kentucky. Robert is registered as a RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10, Series 24 and Series 8 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Weimer

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

INVESTMENT DISTRIBUTORS, INC.·CRD# 35490
BD
50 E Rivercenter Blvd Suite 1600, Covington, KY 41011
April 26, 2024 - Present
BRIGHTHOUSE SECURITIES, LLC·CRD# 285300
BD
Charlotte, NC
March 6, 2017 - May 7, 2024
METLIFE INVESTORS DISTRIBUTION COMPANY·CRD# 107622
BD
Charlotte, NC
February 25, 2015 - March 6, 2017
TRANSAMERICA CAPITAL, LLC·CRD# 8217
BD
Cornelius, NC
February 19, 2014 - February 11, 2015
METLIFE INVESTORS DISTRIBUTION COMPANY·CRD# 107622
BD
Cornelius, NC
June 13, 2005 - March 6, 2014
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Charlotte, NC
September 7, 2004 - June 15, 2005
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
September 7, 2004 - June 15, 2005
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
RIA
Cornelius, NC
April 13, 2004 - October 1, 2004
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
April 13, 2004 - October 1, 2004
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
RIA
Cornelius, NC
August 15, 2002 - December 9, 2003
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
Boston, MA
January 1, 2002 - December 9, 2003
MANULIFE WOOD LOGAN, INC.·CRD# 19177
BD
Stamford, CT
January 14, 1997 - January 1, 2002
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
June 8, 1994 - November 29, 1996
JANNEY MONTGOMERY SCOTT LLC·CRD# 463
BD
Philadelphia, PA
May 20, 1991 - June 8, 1994
FIRST UNION CAPITAL MARKETS CORP.·CRD# 6124
BD
Charlotte, NC
January 1, 1991 - May 28, 1991
BUTCHER & SINGER INC.·CRD# 6517
BD
October 21, 1987 - January 1, 1991

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Current Firm

ID
INVESTMENT DISTRIBUTORS, INC.

INVESTMENT DISTRIBUTORS, INC.

CRD#: 35490 / SEC#: 8-46802
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

2801 Highway 280 South, Birmingham, AL 35223

Mailing Address

2801 Highway 280 South, Birmingham, AL 35223

Phone Number

(205) 268-5202

Established

Tennessee since 08/30/1993

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT COMPANY—
BAGGETT, ALAN SASSISTANT FINANCIAL OFFICER8088232
CARLSON, MARTHA LDESIGNATED RESPONSIBLE LICENSED PRODUCER2731502
COFFMAN, BENJAMIN PAULCHIEF FINANCIAL OFFICER6738662
COLLAZO, KIMBERLYASSISTANT SECRETARY8075061
CREUTZMANN, SCOTT EMILDIRECTOR5351383
LANE, JAMIE LAURADIRECTOR5779720
LEOPARD, RAMONA MARTINASSISTANT SECRETARY8312207
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100
MORSCH, LETITIA ADIRECTOR & ASSISTANT SECRETARY5133531
PEEVY, MELINDA LUCASSECRETARY8235249
TENNENT, RAYBURN EDWARDASSISTANT FINANCIAL OFFICER6245099
WAGNER, JAMES CARL JRPRESIDENT & DIRECTOR4261922

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
North Carolina
(5/10/2024)
RR
South Carolina
(4/26/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 1994About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1987About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1987About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2023About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 24 — General Securities Principal Examination

Passed Dec 2001About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Sep 1991
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert Louis Weimer's CRS (Customer Relationship Summary).

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