Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Earl Roberts is a financial advisor with Burnham Gibson Wealth Advisors, LLC. Roberts is a registered Investment Advisor Representative in Texas and has been working in the industry since 2010. Roberts has worked at EMPOWER FINANCIAL SERVICES, INC., BKS FINANCIAL INVESTMENTS, LLC dba INSGROUP FINANCIAL, and THE BALDWIN GROUP WELATH ADVISORS, LLC. Roberts holds the Series 6, Series 63, and Series 65 licenses. Roberts is a specialist in various areas including Retirement Planning, College Savings, Estate Planning, and Charitable Giving.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Value of plan assets
1
2
FL
10/09/2024 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
TX
03/05/2010 - 10/04/2022
EMPOWER FINANCIAL SERVICES, INC. (HOUSTON TX)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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