Ian RobertsonCRD Number: 1779180
Current Firm: Capital Management Services, Inc.
Ian Robertson (CRD# 1779180) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 29 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Capital Management Services, Inc.||Manchester, MO||Aug 2015 - Current||2|
|Lyons Wealth Management||Winter Park, FL||Oct 2013 - Jun 2015||1|
|Unemployed||Marietta, GA||Jun 2013 - Sep 2013||< 1|
|Argentus Securities||Dallas, TX||Sep 2010 - May 2013||2|
|Argentus Advisors||Dallas, TX||Sep 2010 - May 2013||2|
|Argentus Partners, LLC||Dallas, TX||Dec 2009 - May 2013||3|
|Self Employed||Salem, GA||Oct 2009 - Nov 2009||< 1|
|The Elements Group||Costa Mesa, CA||Mar 2009 - Sep 2009||< 1|
|Self Employed||Salem, GA||Jan 2009 - Feb 2009||< 1|
|Capital Brokerage Corporation||Chicago, IL||Apr 2008 - Dec 2008||< 1|
|Assetmark Capital Corporation||Chicago, IL||Oct 2004 - Apr 2008||3|
|Assetmark Investment Services, Inc.||Chicago, IL||Oct 2004 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management14MILLIONS
Total Number of Accounts92ACCOUNTS
Average Account Value$152,174
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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