Ginger Roberts, financial advisor Saranac MI

Ginger Roberts

CRD Number: 4238438
Current Firm: Avantax Advisory Services

Ginger Roberts (CRD# 4238438) is an Investment Advisor Representative working at Avantax Advisory Services in Saranac, MI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Saranac, MI Jun 2010 - Current 13
Avantax Investment Services, Inc. Saranac, MI Jul 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Ginger D. Roberts
Phone Number: 972-870-6000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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