Unclaimed
James Robertson is a registered investment advisor representative with 6th Street Advisors, LLC. James is also a CPA for Robertson, Andreoli & Covington, P.C., where James spends 100% of James's time. James is registered in Alabama and provides financial planning, selection of other advisors, and portfolio management for individuals. James has been in the financial industry since 1978. 6th Street Advisors, LLC serves high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations.
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.
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AL
12/09/2016 - Present
6TH Street Advisors, LLC (DAPHNE AL)
Active
Inactive
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