Sean Roberts, financial advisor Crossett AR
90 score

Sean Roberts

CRD Number: 6047091
Current Firm: Invest Financial Corporation

Sean Roberts (CRD# 6047091) is an Investment Advisor Representative working at Invest Financial Corporation in Crossett, AR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Crossett, AR Sep 2015 - Current 1
Edward Jones St Louis, MO Mar 2013 - Sep 2015 2
Freebirds World Burrito Houston, TX Jan 2013 - Feb 2013 < 1
Minnesota Life Ins Co St Paul, MN Jun 2012 - Jan 2013 < 1
Img Financial Group Inc. Houston, TX Jun 2012 - Jan 2013 < 1
Securian Financial Services, Inc. St Paul, MN Jun 2012 - Jan 2013 < 1
Img Benefits Group, LLC Houston, TX Jun 2012 - Jan 2013 < 1
Texas A&m University College Station, TX Aug 2008 - May 2012 3
Midland College Midland, TX May 2011 - Aug 2011 < 1
Texas A&m University College Station, TX Jun 2010 - Aug 2011 1
A Perfect Party Marshall, TX May 2009 - Aug 2009 < 1
Abrahams Food Town Marshall, TX Jul 2008 - Aug 2008 < 1
Marshall Youth Baseball Association Marshall, TX Mar 2005 - Aug 2008 3
Casey Pottery Scottsville, TX Jun 2008 - Jul 2008 < 1
Marshall High School Marshall, TX Aug 2004 - Jun 2008 3
Marshall Country Club Marshall, TX Aug 2007 - Jan 2008 < 1
Texas State Technical College Marshall, TX May 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Sean T. Roberts
Phone Number: (813) 880-5300
Registered State(s):
  • AR
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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