ROBERT ALLAN O'TOOLE is an investment adviser representative (IAR) with state registration records since 1997, appearing at 4 firms. Currently registered with PERSONAL WEALTH PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PERSONAL WEALTH PLANNING, LLC | 2018-12-10 | present | Yes |
| CIFUENTES WEALTH PARTNERS, LLC | 2013-04-24 | 2019-03-22 | — |
| LPL FINANCIAL LLC | 2005-12-05 | 2013-06-28 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 1997-12-18 | 2005-12-01 | — |