Calvin Roberts (CRD# 6800309) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 6 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
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Securities America Advisors, Inc.
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Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Partners Investment Advisory, LLC | Lake Oswego, OR | May 2023 - Current | 1 |
Steward Partners Global Advosry LLC | Lake Oswego, OR | Feb 2022 - Current | 2 |
Steward Partners Investment Solutions LLC | Lake Oswego, OR | Feb 2022 - Current | 2 |
Northwestern Mutual Investment Services LLC | Portland, OR | Aug 2020 - Jan 2022 | 1 |
Charlene Quaresma | Portland, OR | Aug 2020 - Jan 2022 | 1 |
Charlene Quaresma | Portland, OR | Jul 2020 - Jul 2020 | < 1 |
Lewellyn Financial Management | Medford, OR | Jan 2019 - Jul 2020 | 1 |
Courthouse Athletic Club | Salem, OR | Jul 2018 - Jan 2019 | < 1 |
Unemployed | Medford, OR | Dec 2017 - Jul 2018 | < 1 |
Oregon State Univeristy - Cob | Corvallis, OR | Jan 2015 - Dec 2017 | 2 |
Oregon State University | Corvallis, OR | Sep 2009 - Dec 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- OR
- TX
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Total Assets Under Management991MILLIONS
-
Total Number of Accounts2,712ACCOUNTS
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Average Account Value$365,369
- A percentage of assets under your management
- 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)
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