RF
Robert R. Fitzjarrald
LATITUDE ADVISORS
Canton, IL 61520
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CRD#: 2845455
RF
Professional summary
Robert Ray Fitzjarrald is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Canton, Illinois and GWN SECURITIES INC. located in Canton, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
RENTAL REAL ESTATE POSITION: LANDLORD. NATURE: RENTAL REAL ESTATE. INVESTMENT RELATED: NO. NUMBER OF HOURS/MONTH: 4. NUMBER OF HOURS/MONTH DURING INVESTMENT TRADING HOURS: 0. START DATE: 09/17/2010. ADDRESS: 143 WEST CHESTNUT ST, CANTON IL 61520. DESCRIPTION OF DUTIES: RECEIVE RENT ON MY OFFICE BUILDING AND PAY ANY BUILDING EXPENSES. HOCKER, FITZJARRALD & RICHARDSON, PC POSITION: CPA / shareholder NATURE: CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1992 ADDRESS: 143 West Chestnut St., Canton IL 61520 DESCRIPTION: Tax and accountingservices. FIXED ANNUITIES POSITION: Shareholder / owner NATURE: Providing customers with appropriate fixed annuities to suit their specific needs and desires. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/16/2015 ADDRESS: 143 West Chestnut St, Canton IL 61520 DESCRIPTION: Assisting customers with the selection of approriate annuities. INVESTMENT ADVISORY SERVICES POSITION: IA REP - offer fee based investment advisory services to clients and prospective clients. INVESTMENT RELATED: YES NO OF HOURS: 5 DURING WORK HOURS START DATE: 11/2017 LONG PAR 3, LLC POSITION: Sole LLC member / owner NATURE: Rental real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2010 ADDRESS: 143 West Chestnut St, Canton IL 61520, United States DESCRIPTION: Receive rent on my office building and pay any building expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Ray Fitzjarrald's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 8, 2018 - Present
LATITUDE ADVISORS, LLC
Office #1: 143 W Chestnut St, Canton, IL 61520RIA
CRD#: 151001
Canton, IL
Current
January 4, 2010 - Present
GWN SECURITIES INC.
Office #1: 143 West Chestnut Street, Canton, IL 61520RIA
BD
CRD#: 128929
Canton, IL
Past
January 4, 1999 - December 31, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
CANTON, IL
Past
January 24, 1997 - December 31, 1998
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
KNOXVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/4/2025)
RR
California(2/17/2023)
RR
Florida(8/25/2016)
RR
Illinois(1/4/2010)
IAR
Illinois(1/8/2018)
RR
Indiana(2/26/2019)
RR
Iowa(1/4/2010)
RR
Michigan(1/4/2010)
RR
Minnesota(5/9/2013)
RR
North Carolina(11/13/2024)
RR
Pennsylvania(10/11/2023)
RR
Texas(6/2/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
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Contact information
Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
