William Roberts, financial advisor Coeur D'alene ID

William Roberts

CRD Number: 6329560
Current Firm: Gradient Advisors, LLC

William Roberts (CRD# 6329560) is an Investment Advisor Representative working at Gradient Advisors, LLC in Coeur D'alene, ID and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors LLC Arden Hills, MN May 2022 - Current < 1
Integrity Marketing/family First Life Front, ID Nov 2020 - Current 1
Ruggiero Wealth Management Coeur D Alene, ID Jan 2022 - May 2022 < 1
Cda Movers Post Falls, ID Jan 2020 - Nov 2020 < 1
William Roberts, Sole Proprietor Coeur D Alene, ID Jan 2014 - Jan 2020 6
The Gms Group, LLC Houston, TX Nov 2014 - Nov 2014 < 1
Capnet Securities Corporation Houston, TX Aug 2014 - Oct 2014 < 1
Capnet Securities Corporation Houston, TX May 2014 - Oct 2014 < 1
Unemployed Austin, TX Feb 2014 - Apr 2014 < 1
Legal Zoom Inc. Austin, TX Nov 2013 - Jan 2014 < 1
William Roberts, Sole Proprietor Austin, TX Mar 2013 - Nov 2013 < 1
Unemployed Austin, TX Jan 2012 - Feb 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Jan 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William P. Roberts
Phone Number: 877-885-0508
Registered State(s):
  • ID
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    2,943
    ACCOUNTS
  • Average Account Value
    $60,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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