Sean RobertsCRD 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.
Hornor, Townsend & Kent, Inc.
Hornor, Townsend & Kent, Inc.
|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|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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