Robert L. O'dell

LOC INVESTMENT ADVISERS

HURRICANE, WV 25526

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CRD#: 804809

Professional summary

Robert Lewis O'dell, who also goes by Bob Odell, Robert Lewis Odell, is a registered financial advisor currently at LOC INVESTMENT ADVISERS located in Hurricane, West Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Odell | Robert Lewis Odell

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 Lewis O'dell'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

January 1, 1994 - Present

LOC INVESTMENT ADVISERS

Office #1: 3981 Teays Valley Road, Hurricane, WV 25526

RIA

CRD#: 105708

HURRICANE, WV

Past

November 19, 1989 - May 24, 1996

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 21, 1988 - December 16, 1993

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

December 9, 1981 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

February 21, 1975 - September 19, 1981

EQUITY SERVICES, INC.

CRD#: 265

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".

LOC INVESTMENT ADVISERS

LANHAM ODELL & CO INC | LOC INVESTMENT ADVISERS

CRD#: 105708 / SEC#: 801-16856

RIA

Registered Investment Advisory firm - (2/10/1982 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.

Highlighted states indicate IAR registrations

IAR

West Virginia
(1/1/1994)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/9/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/28/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 2/15/1975

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/7/1984

General Securities Principal Examination

Current Firm

LOC INVESTMENT ADVISERS

LANHAM ODELL & CO INC | LOC INVESTMENT ADVISERS

CRD#: 105708 / SEC#: 801-16856

RIA

Registered Investment Advisory firm - (2/10/1982 Approved)

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Contact information

Main Address

3981 Teays Valley Rd, Hurricane, WV 25526-9080

Mailing Address

Po Box 537, Hurricane, WV 25526-0537

Phone number

(304) 757-8131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LOC FORM ADV PART 2A YE 2024 (11/10/2025)

Regulatory assets under management

Total Number of Accounts	2,204
AUM (Assets Under Management)	$ 770,988,331

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.

Contact information

xxxxx@xxxx.xxx

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Robert L. O'dell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lewis O'dell's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

JOHN HANCOCK DISTRIBUTORS LLC

INTEGRATED RESOURCES EQUITY CORPORATION

EQUITY SERVICES, INC.

Primary Firm SEC Registration

LOC INVESTMENT ADVISERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/1992

Series 63

Date: 5/28/1982

Series 1

Date: 2/15/1975

Series 24

Date: 12/7/1984

Current Firm

LOC INVESTMENT ADVISERS

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LOC INVESTMENT ADVISERS

TRUST BUT VERIFY

Contact information

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