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Robin Roberts

22 Years of Experience
Canfield, OH
BrokerSells Insurance

Robin Roberts is a registered investment advisor, based in Canfield, OH, with 22 years of industry experience.

Location

6603 Summit Drive, Canfield, OH, 44406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robin is an investment advisor representative at HBK Sorce Advisory, LLC since 2009, dedicating full-time hours to managing client accounts. Robin is also an insurance agent at HBK Sorce Insurance LLC, spending minimal time on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2009 - Present · 17 yrs 6 mos
Hbks Wealth Advisors
June 2003 - Present · 23 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
September 2005 - December 2008 · 3 yrs 3 mos
Cap Pro Brokerage Services, INC.Broker
April 2003 - October 2005 · 2 yrs 6 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robin Roberts - Financial Advisor | TrueAdvisor