Christopher RobertsCRD Number: 6321478
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christopher Roberts (CRD# 6321478) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 2 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Mar 2012 - Current||4|
|Bank Of America, N.a.||Chandler, AZ||Jun 2014 - Sep 2014||< 1|
|Unemployed||Mesa, AZ||Jul 2011 - Mar 2012||< 1|
|Wells Fargo N.a.||Tempe, AZ||Oct 2010 - Jul 2011||< 1|
|Peyton Resource Group/ Usaa||Phoenix, AZ||Aug 2010 - Oct 2010||< 1|
|Jpmorgan Chase||Tempe, AZ||Jul 2009 - Aug 2010||1|
|Unemployed||Gilbert, AZ||Sep 2008 - Jul 2009||< 1|
|Idearc/ Supermedia||Phoenix, AZ||Oct 2007 - Sep 2008||< 1|
|Kempton Rv||Mesa, AZ||May 2007 - Oct 2007||< 1|
|First National Mortgage Sources||Phoenix, AZ||Aug 2006 - Apr 2007||< 1|
|Maricopa Mortgage||Phoenix, AZ||Dec 2005 - Aug 2006||< 1|
|Rgis||Mesa, AZ||May 2005 - Jun 2006||1|
|American Mortgage Specialist||Mesa, AZ||Jan 2001 - Dec 2005||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.