Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Chant Roberie is a financial advisor with Avantax Advisory Services in Lafayette, LA. Jacob has been in the financial services industry since 2006 and has experience providing financial advice to individuals, families, and businesses. He has a strong understanding of the financial markets and investment strategies and is committed to helping his clients achieve their financial goals. Jacob is also a partner in the tax and accounting firm Darnall Sikes & Frederick.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
11/18/2019 - Present
Avantax Advisory Services (LAFAYETTE LA)
LA
09/23/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LAFAYETTE LA)
LA
06/30/2006 - 09/10/2012
1ST GLOBAL CAPITAL CORP. (LAFAYETTE LA)
BOTH
Issued 11/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Roberie is the right advisor for you? Invested Better is here to help.
