Roberta Eckert, financial advisor Columbus OH
93 score

Roberta Eckert

CRD Number: 1203155
Current Firm: Nationwide Investment Advisors, LLC

Roberta Eckert (CRD# 1203155) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Investment Services Corporation Columbus, OH Jun 2013 - Current 3
Morgan Stanley Williamsburg, VA Dec 2012 - May 2013 < 1
Unemployed Williamsburg, VA Jul 2012 - Dec 2012 < 1
Allianz Life Insurance Company Of North America Minneapolis, MN Jun 2011 - Jul 2012 1
Allianz Life Financial Services LLC Minneapolis, MN Jun 2011 - Jul 2012 1
Unemployed Williamsburg, VA Feb 2011 - Jun 2011 < 1
Genworth Financial Richmond, VA Jun 2010 - Jan 2011 < 1
Capital Brokerage Corporation Richmond, VA May 2010 - Jan 2011 < 1
Unemployed Williamsburg, VA Jun 2009 - May 2010 < 1
Lincoln Financial Distributors Radnor, PA Jun 2008 - Jun 2009 1
Jackson National Life Insurance Denver, CO Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Roberta S. Eckert
Phone Number: 614-435-8371
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,764
    MILLIONS
  • Total Number of Accounts
    99,700
    ACCOUNTS
  • Average Account Value
    $37,752
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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