Ian Robertson, financial advisor Manchester MO
93 score

Ian Robertson

CRD 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 28 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Management Services, Inc. Manchester, MO Aug 2015 - Current 1
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
Contact Info for Ian T. Robertson
Phone Number: 636-207-5829
Firm Website: http://cmsadvisors.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $152,174
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, MO

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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