Roger Ivan Toledo is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2026-03-23 | present | Yes |
| FIRST TRUST ADVISORS LP | 2020-12-15 | 2024-12-19 | — |
| KOVACK INTERNATIONAL ADVISORS INC. | 2019-06-28 | 2019-12-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-06-30 | 2019-01-24 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2008-01-02 | 2008-04-11 | — |