William Roberson (CRD# 6577504) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Houston, TX and has over 8 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Wealth Advisors | Houston, TX | May 2019 - Current | 5 |
| Synergy Annuity Marketing LP | Houston, TX | Apr 2019 - Current | 5 |
| Mantel Wealth Management LLC | Houston, TX | Apr 2019 - Current | 5 |
| United States Army Reserve | Austin, TX | Dec 2019 - Sep 2022 | 2 |
| The Quantum Group, LLC | Scottsdale, AZ | Apr 2019 - Jan 2020 | < 1 |
| Stryde Solutions, LLC | Fenton, MI | Apr 2019 - Nov 2019 | < 1 |
| Umemployed | Houston, TX | Oct 2018 - Apr 2019 | < 1 |
| Wealth Covenant Group LLC | Houston, TX | Dec 2017 - Oct 2018 | < 1 |
| Bank Of America, N.a. | Houston, TX | Feb 2016 - Dec 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Dec 2015 - Dec 2017 | 2 |
| Pruco Securities LLC | Houston, TX | Oct 2015 - Dec 2015 | < 1 |
| Unemployed | Spring, TX | Jun 2015 - Oct 2015 | < 1 |
| United States Army | Fort Bragg, NC | Feb 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
| S63 | Uniform Securities State Law Examination | Nov 2015 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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