Patrick Roberts (CRD# 1426307) is an Investment Advisor Representative working at P.f. Roberts & Associates in Islamorada, FL and has over 38 years of experience in the finance industry.
CRD# 2256527
Reef Advisors LLC
CRD# 2253731
Raymond James Financial Services Advisors, Inc.
CRD# 1461169
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| P.f. Roberts & Associates | Hollywood, FL | Oct 2009 - Current | 14 |
| Investment In Private Bank Stock | Delray Beach, FL | Oct 2006 - Current | 17 |
| Investment In Private Company | Coral Gables, FL | Oct 2005 - Current | 18 |
| Real Estate | Hollywood, FL | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
- FL
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$740,618
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL
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