David Roberts is a registered investment advisor, based in Findlay, OH, with 1 years of industry experience.
Location
820 N Main St, Ste B, Findlay, OH, 45840
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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
David owns David Roberts' Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half his time to this. He also works as an independent contractor for David Roberts Ministries, dedicating minimal time to ministry streams and occasional weddings.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
State Farm Investment Management CORP.
State Registrations3 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.