William Roberts, financial advisor Midlothian VA
93 score

William Roberts

CRD Number: 1082861
Current Firm: Primerica Advisors

William Roberts (CRD# 1082861) is an Investment Advisor Representative working at Primerica Advisors in Midlothian, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments, Inc. Midlothian, VA Jan 2016 - Current < 1
Primerica Financial Services Midlothian, VA Oct 2015 - Current 1
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Dec 2015 < 1
Sterne Agee Financial Services, Inc. Richmond, VA Sep 2014 - Dec 2015 1
Wrp Investments, Inc. Youngstown, OH Jun 2007 - Jan 2015 7
Kovack Securities, Inc. Fort Lauderdale, FL Jun 2007 - Jun 2007 < 1
Brookstreet Securities Corporation Irvine, CA May 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Aug 1990
Contact Info for William J. Roberts
Phone Number: 800-544-5445
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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