Christopher Roberts, financial advisor Oak Brook IL
96 score

Christopher Roberts

CRD Number: 4489210
Current Firm: Alchemy Advisors, LLC

Christopher Roberts (CRD# 4489210) is an Investment Advisor Representative working at Alchemy Advisors, LLC in Oak Brook, IL and has over 14 years of experience in the finance industry. Christopher Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Alchemy Advisors Llc D/b/a Alchemy Financial Group Oak Brook, IL Jun 2014 - Current 2
Alchemy Holdings LLC Oak Brook, IL Aug 2011 - Current 5
Lpl Financial LLC Oak Brook, IL Oct 2009 - Current 7
First Investors Corp. Libertyville, IL Dec 2001 - Oct 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
Contact Info for Christopher A. Roberts
Phone Number: 630-656-9000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $214,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CO, FL, IL, IN, MN, NE, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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