Robert Roberts is a registered investment advisor, based in Austin, TX, with 9 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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.
Learn about disclosures →Other Business Activities
Robert owns Central Texas Drone Services, providing photos and videos of properties being marketed since 2021. This takes about 10-20% of his time.
Employment History
Current Registrations
Kestra Investment Services, LLC
November 2017 - Present · 8 yrs 6 mos
Kestra Advisory Services, LLC
November 2017 - Present · 8 yrs 6 mos
Kestra Investment Services, LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
M Holdings Securities, INC.
September 2017 - October 2017 · 1 mo
M Holdings Securities, INC.Broker
September 2017 - October 2017 · 1 mo
Charles Schwab & CO., INC.
April 2016 - September 2017 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
April 2016 - September 2017 · 1 yr 5 mos
State Registrations1 state
TX
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.