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.
CRD# 4121384
Benjamin F. Edwards & Company, Incorporated
CRD# 3075873
Prudential Financial Planning Services
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 |
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- IL
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Total Assets Under Management688MILLIONS
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Total Number of Accounts3,623ACCOUNTS
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Average Account Value$189,889
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