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RI

Robert Idol

KESTRA ADVISORY SERVICES
Cincinnati, OH 45230
Some features on this profile are disabled
CRD#: 4683773
RI

Professional summary

Robert Idol, who also goes by Robert L. Idol II, Robert L. Idol Ll, Robert Lynn Idol Ii, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Cincinnati, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Cincinnati, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Robert has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert L. Idol Ii | Robert L. Idol Ll | Robert Lynn Idol Ii

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) - RIA

Click below to view Robert Idol's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 3, 2021 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 7424 Jager Ct, Cincinnati, OH 45230
RIA
CRD#: 283330
Cincinnati, OH
Current

December 3, 2021 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 7424 Jager Court, Cincinnati, OH 45230
BD
CRD#: 42046
Cincinnati, OH
Past

October 9, 2015 - December 7, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CINCINNATI, OH
Past

October 9, 2015 - December 7, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CINCINNATI, OH
Past

October 1, 2012 - October 22, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
FLORENCE, KY
Past

October 1, 2012 - October 22, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FLORENCE, KY
Past

November 12, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
FLORENCE, KY
Past

July 6, 2005 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
FLORENCE, KY
Past

July 31, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 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
California
(2/13/2025)
RR
Colorado
(11/14/2024)
RR
Florida
(3/24/2022)
RR
Georgia
(12/3/2021)
RR
Indiana
(12/3/2021)
RR
Iowa
(6/27/2025)
RR
Kentucky
(12/3/2021)
IAR
Kentucky
(12/3/2021)
RR
Ohio
(12/3/2021)
IAR
Ohio
(12/6/2021)
RR
South Carolina
(5/2/2023)
RR
Texas
(12/16/2025)
IAR
Texas
(12/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/27/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/30/2003
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)
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Contact information

Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025
Cover Page
Report
12/23/2024
Cover Page
Report
10/20/2023
Cover Page
Report

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

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Cincinnati, OH 45230

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