Karen RobertsCRD Number: 4610418
Current Firm: Cbiz Retirement Plan Advisory Services
Karen Roberts (CRD# 4610418) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Maitland, FL and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Cbiz Financial Solutions, Inc.||Orlando, FL||Nov 2002 - Current||15|
|Cbiz Institutional Benefit Services, Inc.||Orlando, FL||Feb 2000 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
Total Assets Under Management13,844MILLIONS
Total Number of Accounts1,050ACCOUNTS
Average Account Value$13,184,546
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV