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Erika Williams Roberts

Investment Distributors, Inc.

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About Erika Williams Roberts

Erika Williams Roberts is a financial professional with over 20 years of experience in the industry. Erika is currently registered with Investment Distributors, Inc. and holds Series 6 and 63 licenses as well as the SIE exam. Erika's previous experience includes roles at Concourse Financial Group Securities, Inc., Lincoln Financial Distributors, Inc., Hartford Equity Sales Company Inc., Allstate Financial Services, LLC, and High Mark Securities, Inc. Erika has worked in the financial services industry since October 28, 2003.

Firm Information

Erika Roberts is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

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.

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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Erika Roberts’s Registration & Firm History

KY

01/03/2022 - Present

Investment Distributors, Inc. (Covington KY)

FL

01/22/2018 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (LITHIA FL)

PA

04/20/2011 - 01/23/2018

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CT

11/17/2005 - 04/15/2011

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NE

06/25/2004 - 10/13/2005

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

FL

11/26/2003 - 04/15/2004

HIGH MARK SECURITIES, INC. (LAKELAND FL)

GA

06/10/1996 - 10/23/1996

ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 11/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Erika Williams Roberts. Review regulatory record here.
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