Linda Roberts, financial advisor Palm Bay FL
93 score

Linda Roberts

CRD Number: 5952208
Current Firm: Alphastar Capital Management, LLC

Linda Roberts (CRD# 5952208) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Palm Bay, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Alphastar Capital Management, LLC Melbourne, FL Jul 2011 - Current 5
Citizen Advisory Group Palm Bay, FL Jan 2009 - Current 7
Bankers Life & Casualty Melbourne, FL Jan 2008 - Dec 2008 < 1
Seniors Financial Vero Beach, FL Sep 2007 - Dec 2007 < 1
Irc Tax Collector Vero Beach, FL Nov 2004 - Aug 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Linda M. Roberts
Phone Number: 855-340-2514
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    2,660
    ACCOUNTS
  • Average Account Value
    $56,128
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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

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