Christopher RobertsCRD Number: 6634180
Current Firm: Avidian Wealth Solutions, LLC
Christopher Roberts (CRD# 6634180) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Avidian Wealth Solutions F/k/a Sta Wealth Management, LLC||Houston, TX||Jun 2018 - Current||3|
|Sta Wealth Management, LLC||Houston, TX||Dec 2017 - May 2018||< 1|
|Unemployed||Houston, TX||Jun 2017 - Nov 2017||< 1|
|Hendrix College||Conway, AR||Aug 2013 - May 2017||3|
|Morgan Stanley Smith Barney||Houston, TX||May 2016 - Aug 2016||< 1|
|Morgan Stanley Smith Barney||Houston, TX||May 2015 - Aug 2015||< 1|
|Westside High School||Houston, TX||Aug 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
Total Assets Under Management2,607MILLIONS
Total Number of Accounts4,714ACCOUNTS
Average Account Value$552,973
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, LA, MO, NY, OK, TX, VA
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