Charles Roberts, financial advisor Richmond VA

Charles Roberts

CRD Number: 846282
Current Firm: Financial Freedom Planners
Compensation Model: Fee Only
Charles Roberts (CRD# 846282) is an Investment Advisor Representative working at Financial Freedom Planners in Richmond, VA and has over 32 years of experience in the finance industry. Charles 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Cambridge Advisors Richmond, VA Jul 2009 - Jun 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Charles R. Roberts
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

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