CR
CFP
CR
CFP
Charles Roberts is a CFP-designated registered investment advisor at Financial Freedom Planners, based in Richmond, VA, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
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Location
3741 Westerre Parkway, Suite C, Richmond, VA, 23233
Get directionsHistory
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 →Employment History
Current Registrations
Financial Freedom Planners
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Cambridge Advisors
September 2009 - August 2013 · 3 yrs 11 mos
Thompson Davis & CO., INC.
February 2007 - September 2007 · 7 mos
State Registrations1 state
VA
Advisor
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.