James Robertson, financial advisor Alpharetta GA
93 score

James Robertson

CRD Number: 1894151
Current Firm: Eagle Strategies LLC

James Robertson (CRD# 1894151) is an Investment Advisor Representative working at Eagle Strategies LLC in Alpharetta, GA and has over 22 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Alpharetta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Matthew Fassnacht, financial advisor Alpharetta GA
Matthew A. Fassnacht
CRD# 5935670
Meridian Investment Partners
Score
103
Similar Advisors
Edward Wilcox, financial advisor Alpharetta GA
Edward J. Wilcox
CRD# 4914715
Rollins Financial Inc.
Score
103
Company Name Location Dates Years
Eagle Strategies LLC New York, NY Dec 2012 - Current 4
Nylife Securities Inc. New York, NY Oct 1988 - Current 28
New York Life Ins. Company Ny, NY Jul 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for James A. Robertson
Phone Number: (888) 695-3245
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from James Robertson and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.