Paul RobertsCRD Number: 5492396
Current Firm: Usaa Financial Planning Services
Paul Roberts (CRD# 5492396) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 9 years of experience in the finance industry. Paul 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors Inc.||Phoenix, AZ||May 2011 - Current||6|
|Usaa Financial Planning Services||Phoenix, AZ||May 2011 - Current||6|
|United States Army Reserve||Ft Carson, CO||Sep 2006 - Current||11|
|Wells Fargo Investments, LLC||Colorado Springs, CO||Feb 2008 - May 2011||3|
|Wells Fargo Bank N.a.||Colorado Springs, CO||Jun 2005 - May 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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