James Roberts is a registered investment advisor, based in Excelsior, MN, with 34 years of industry experience.
Location
350 Hwy 7, Suite 135, Excelsior, MN, 55331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a committee member for Children's Home Society and Gustavus Adolphus College, overseeing endowment investment strategies. He is also the President and 100% owner of Intera Capital Partners, LLC, and an IAR Rep for TLG Advisors, Inc., dedicating full-time hours to Intera Capital Partners. James advises iBorrow regarding insurance investors' interest in real estate loan assets.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Dougherty & Company LLCBroker
Dougherty Dawkins LLCBroker
Voyageur Investments, INC.Broker
Marquette Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.