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Brian Allen Roberts

Flexpath Strategies

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About Brian Allen Roberts

Brian Roberts is an investment advisor representative with Flexpath Strategies. Brian is a Registered Representative in Virginia and is seeking licensure as a Registered Investment Advisor Representative in California. Brian has been in the financial services industry since 1987. Brian has experience working with individuals and businesses, and he has a strong understanding of the financial markets. Brian is committed to providing clients with personalized financial advice that meets their individual needs.

Firm Information

Brian Roberts is currently registered with Flexpath Strategies. Flexpath Strategies is an investment advisor based in Aliso Viejo, California. The firm has approximately $1 billion to $10 billion in assets under management. It offers advisory services to pension plans and pooled investment vehicles.
Flexpath Strategies

120 VANTIS SUITE 480

ALISO VIEJO, CA 92656

$65.97B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Roberts’s Registration & Firm History

CA

11/10/2022 - Present

Flexpath Strategies (ALISO VIEJO CA)

VA

02/08/2011 - 06/01/2012

FINANCIAL TELESIS INC (WILLIAMSBURG VA)

CA

09/24/2007 - 06/12/2009

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

CA

08/07/1993 - 01/04/2007

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

NY

10/30/1989 - 06/10/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

04/21/1987 - 11/01/1989

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/28/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/02/1989

Series 3 - National Commodity Futures Examination

BC

Issued 04/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Allen Roberts.
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