Christia Roberts is a registered investment advisor at Christia Li Roberts, based in Stuart, FL, with 24 years of industry experience. Christia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 56 clients with $12M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
969 S. Federal Highway, Suite 200, Stuart, FL, 34994
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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
Christia is a licensed life and annuity insurance owner in the State of Florida since 1980, although she hasn't written any policies in over a decade. This activity is investment-related.
Employment History
Current Registrations
Christia Li Roberts
Previous Registrations
Southeast Financial Planning and Consulting, INC.
State Registrations1 state
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.