Daniel Roberts (CRD# 400856) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in San Francisco, CA and has over 42 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portsmouth Financial | San Francisco, CA | Dec 2013 - Current | 10 |
| Roberts & Ryan Investments Inc. | San Francisco, CA | Feb 1987 - Nov 2019 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1981 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$118,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
CA
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