James Robertson (CRD# 2287416) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Addison, TX and has over 31 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robertson Opportunity Capital | Addison, TX | Jan 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
- TX
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$150,696,727
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
TX
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