Gordon Roberts, financial advisor Mt. Vernon IL

Gordon Roberts

CRD Number: 1474475
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Gordon Roberts (CRD# 1474475) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Mt. Vernon, IL and has over 34 years of experience in the finance industry.

Similar Advisors
Lea Ashby, financial advisor Mt. Vernon IL
Lea A. Ashby
CRD# 4121384
Benjamin F. Edwards & Company, Incorporated
Similar Advisors
Terry Bill, financial advisor Mt. Vernon IL
Terry L. Bill
CRD# 3075873
Prudential Financial Planning Services
Similar Advisors
Heather Blank, financial advisor Mt. Vernon IL
Heather D. Blank
CRD# 4837391
Edward Jones
Company Name Location Dates Years
Rare Coins Of New Hampshire Milford, NH May 2011 - Current 9
Accel Entertainment/eqs Amusement Belleville, IL Oct 2010 - Current 10
Mount Vernon Rotary Club Mount Vernon, IL Jul 2008 - Current 12
Berthel Fisher & Company Financial Services, Inc. Mt. Vernon, IL Mar 2008 - Current 12
Roberts Financial Group, Inc. Mt. Vernon, IL Mar 2006 - Current 14
Gordon M. Roberts, Jr. Mount Vernon, IL Mar 1986 - Current 34
Isagenix Nutritional Supplements Mount Vernon, IL Oct 2009 - Dec 2011 2
United Methodist Children's Home Mount Vernon, IL Jan 2003 - Dec 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Jun 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gordon M. Roberts
Phone Number: 319-447-5700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    688
    MILLIONS
  • Total Number of Accounts
    3,623
    ACCOUNTS
  • Average Account Value
    $189,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Gordon Roberts and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.