William RobertsCRD 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.
D.a. Davidson & Company
Interfund Management Services, Inc.
Cuso Financial Services, LP
|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|
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
Total Assets Under Management177MILLIONS
Total Number of Accounts2,943ACCOUNTS
Average Account Value$60,073
- A percentage of assets under your management
- Hourly charges
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- 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)
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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