James Edward Roberts, CFP

Overview

James Edward Roberts is an insurance agent and an investment adviser representative based in SC, with 18 years in the industry.

Years in the industry

18

States licensed

1

States registered

1

Exams passed

1

Contact

1 business email and 1 phone number on file

Registrations and licenses

• Licensed in 1 state
• Registered in 1 state

• Producer
• Series 66

1 line of authority, with every state and its dates

Firms

• IntentionalCurrent firm

Employment history since 2008

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file