Bertrand Roberge, financial advisor Gulf Breeze FL
90 score

Bertrand Roberge

CRD Number: 6061142
Current Firm: H.d. Vest Advisory Services, Inc.

Bertrand Roberge (CRD# 6061142) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Gulf Breeze, FL and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Advisory Services Gulf Breeze, FL Sep 2012 - Current 4
H.d. Vest Investment Services Gulf Breeze, FL May 2012 - Current 4
Accounting Solutions & Automation, Inc. Gulf Breeze, FL Dec 2005 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Bertrand Roberge
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, 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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