Michael Roberts, financial advisor Campbell CA
93 score

Michael Roberts

CRD Number: 5410651
Current Firm: Pgr Solutions, LLC

Michael Roberts (CRD# 5410651) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sunpower San Jose, CA Jan 2011 - Current 5
Pgr Solutions, LLC Campbell, CA Jun 2008 - Current 8
Solarcity San Mateo, CA Dec 2009 - Nov 2010 < 1
Sun Light And Power Berkeley, CA Feb 2009 - Dec 2009 < 1
Sereno Group Los Gatos, CA Aug 2007 - Jan 2009 1
Pertria Los Gatos, CA Mar 2007 - Aug 2007 < 1
Alain Pinel Saratoga, CA Aug 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Michael L. Roberts
Phone Number: (408) 871-1590
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    534
    MILLIONS
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $588,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, NE, NV, OR, TN, TX, VA, WA

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

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