David Roberts (CRD# 7152116) is an Investment Advisor Representative working at Plan For Your Goals, LLC in Gulf Breeze, FL and has over 4 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 |
|---|---|---|---|
| Plan For Your Goals, LLC | Gulf Breeze, FL | Mar 2022 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2020 - Jun 2022 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2019 - Jun 2022 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2019 - Aug 2019 | < 1 |
| Abilene Preservation League | Abilene, TX | Mar 2018 - Jul 2019 | 1 |
| Roberts Family | Cibolo, TX | Jul 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- FL
- LA
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$31,231
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, TX
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