Brandon Roberts is a CFA, CFP-designated registered investment advisor, based in Tampa, FL, with 13 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is a partner in Hoberts LLC and an owner at Stirling Food System, spending about half his time on logistics and inventory management for a cooking oil distributor. He is also a wealth advisor at Alpha Capital Group, dedicating full-time hours, and an agent for PenFacs, doing insurance planning with minimal time commitment.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations2 states
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