Christia Li Roberts
Christia Li Roberts (CRD# 142133) is a financial advisory firm headquartered in Stuart, FL. They manage $9,933,302 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Christia Li Roberts
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$183,950
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Christia Li Roberts
1
Christia Roberts (CRD# 706344) is an Investment Advisor Representative working at Christia Li Roberts in Stuart, FL and has over 39 years of experience in the finance industry.
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