Bertrand Roberge (CRD# 6061142) is an Investment Advisor Representative working at Fia Services, Inc. in Navarre, FL and has over 11 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accounting Solutions & Automation, Inc. | Gulf Breeze, FL | Dec 2005 - Current | 18 |
| H.d. Vest Advisory Services | Gulf Breeze, FL | Sep 2012 - Jul 2016 | 3 |
| H.d. Vest Investment Services | Gulf Breeze, FL | May 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- FL
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$117,782
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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