David Roberts (CRD# 1539126) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 8 years of experience in the finance industry. David 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vima, LLC | Troy, MI | Aug 2020 - Current | 3 |
| Zeiders Enterprise | Lansing, MI | Feb 2016 - Current | 8 |
| Financial Strategies Group, Inc. | Okemos, MI | Oct 2019 - Aug 2020 | < 1 |
| Minnesota Life | St. Paul, MN | Sep 2016 - Feb 2019 | 2 |
| Securian Financial Services Inc. | St. Paul, MN | Sep 2016 - Feb 2019 | 2 |
| Securian Financial Group | Lansing, MI | Sep 2016 - Feb 2019 | 2 |
| Waddell & Reed Inc. | Bloomfield Hills, MI | Nov 2015 - Apr 2016 | < 1 |
| Mass Mutual Life Insurance Company | Grand Rapids, MI | Aug 2015 - Oct 2015 | < 1 |
| Mml Investors Services | Grand Rapids, MI | Aug 2015 - Oct 2015 | < 1 |
| Investment Solutions Advisors, LLC | Muskegon, MI | Aug 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
- MI
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts452ACCOUNTS
-
Average Account Value$250,646
- 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
- Other
FL, IN, MI, OH, TX
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