Christopher Roberts (CRD# 5539561) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Camden, SC and has over 9 years of experience in the finance industry.
CRD# 2596320
Davinci Financial Designs
Score
96
CRD# 4442492
Allison Investment Management, LLC
Score
96
CRD# 4499582
Dba, Bailey & Associates
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | Camden, SC | Nov 2016 - Current | 1 |
| Wachovia Bank, N.a. | Columbia, SC | May 2008 - Current | 9 |
| Wells Fargo Advisors LLC | Camden, SC | May 2009 - Nov 2016 | 7 |
| Wachovia Securities, LLC | Columbia, SC | Jun 2008 - May 2009 | < 1 |
| Healthstat Inc. | Charlotte, NC | Nov 2006 - May 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- SC
- TX
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Total Assets Under Management409,716MILLIONS
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Total Number of Accounts1,359,521ACCOUNTS
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Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
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, WY
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