AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RL

Robert K. Lindell

Some features on this profile are disabled
CRD#: 2550012
RL

Professional summary


Robert Kenneth Lindell was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial advisor and started their career in finance in 1994. Prior to being barred, Robert had worked at 8 firms, which includes RICHFIELD ORION INTERNATIONAL INC., REVERE SECURITIES LLC, JESUP & LAMONT ADVISORS, JESUP & LAMONT SECURITIES CORP, INTERVEST INTERNATIONAL INC., INTERVEST INTERNATIONAL EQUITIES CORPORATION, EDWARD JONES, HACKETT & COMPANY INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Lindell | R Kenneth Lindell | Robert Kenneth Lindell Jr

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 22, 2013 - March 13, 2017

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
Santa Rosa, CA
Past

July 8, 2010 - May 29, 2013

REVERE SECURITIES LLC

BD
CRD#: 14178
BANGOR, ME
Past

May 20, 2010 - July 15, 2010

JESUP & LAMONT ADVISORS

RIA
CRD#: 108006
BOSTON, MA
Past

August 31, 2009 - July 15, 2010

JESUP & LAMONT SECURITIES CORP

RIA
CRD#: 39056
FRANKFORT, ME
Past

August 24, 2009 - July 15, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

April 22, 2004 - August 10, 2009

INTERVEST INTERNATIONAL, INC.

RIA
CRD#: 111516
FRANKFORT, ME
Past

January 15, 2002 - August 10, 2009

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
FRANKFORT, ME
Past

January 8, 1997 - October 8, 2001

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

November 3, 1994 - December 24, 1996

HACKETT & COMPANY, INC.

BD
CRD#: 2107
SOUTH BURLINGTON, VT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/5/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RO
RICHFIELD ORION INTERNATIONAL, INC.
RICHFIELD ORION INTERNATIONAL, INC. | SAN JACINTO SECURITIES, INC.

CRD#: 24433 / SEC#: , 8-41166

BD
Approved by SEC on 06/02/1989
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 01/09/2008
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
RICHFIELD ORION INTERNATIONAL, LLCPARENT COMPANY
STUART, JAMES BRETTCEO,CFO,DIRECTOR, CCO3022149

Disclosures


Regulatory Event9
Arbitration1

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.

Company Information


RICHFIELD ORION INTERNATIONAL, INC.

CRD#: 24433

TRUST BUT VERIFY

Monitor Robert Lindell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics