Bethany RobertsCRD Number: 5501791
Current Firm: Wells Fargo Advisors, LLC
Bethany Roberts (CRD# 5501791) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St. Louis, MO||Jan 2015 - Current||3|
|Edward Jones||Saint Louis, MO||Nov 2010 - Jan 2015||4|
|Fortune Investment Group, LLC||Arnold, MO||May 2008 - Nov 2010||2|
|Lpl Financial||Charlotte, NC||May 2008 - Nov 2010||2|
|Missouri Baptist Univeristy||St. Louis, MO||Apr 2009 - Apr 2010||1|
|Fortune Bank||Arnold, MO||Mar 2008 - May 2008||< 1|
|Fortune Investment Group, LLC||Arnold, MO||Mar 2008 - May 2008||< 1|
|University Of Missouri-st. Louis||St. Louis, MO||Jun 2005 - May 2008||2|
|Truman Bank||Shady Valley, MO||Oct 2007 - Mar 2008||< 1|
|Code 3||St. Louis, MO||May 2007 - Oct 2007||< 1|
|Truman Bank||Imperial, MO||Jun 2006 - Aug 2007||1|
|Bob's Drive-in||Imperial, MO||May 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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