Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daphne? Claim Your ProfileDaphne Lynn Roberson is an Investment Advisor Representative associated with William Joseph Capital Management, Inc. Daphne is registered with the state of Connecticut. Daphne has been in the industry since 2008 and works with both high net worth and other individuals. The firm's assets under management are in excess of 270 million dollars. Daphne also owns and operates a health and life insurance business in New Hartford, Connecticut.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers
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CT
07/02/2018 - Present
William Joseph Capital Management, Inc. (BRISTOL CT)
IA
Issued 07/02/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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