Linda RobertsCRD Number: 5459250
Current Firm: Morgan Stanley
Linda Roberts (CRD# 5459250) is an Investment Advisor Representative working at Morgan Stanley in Mcallen, TX and has over 5 years of experience in the finance industry.
Geneos Wealth Management, Inc.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
|Morgan Stanley||Mcallen, TX||Sep 2013 - Current||4|
|Wells Fargo Advisors LLC||Mcallen, TX||May 2009 - Sep 2013||4|
|Wachovia Securities, LLC||Mcallen, TX||Jan 2008 - May 2009||1|
|A.g. Edwards||Harlingen/mcallen, TX||Feb 2000 - Jan 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
- Judgments / Liens
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY