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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Roberson is a financial advisor with 1919 Investment Counsel, LLC. John specializes in portfolio management for businesses, individuals, and investment companies. John has been in the financial industry for over 30 years and has a wealth of experience in helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
1
2
CA
10/03/2018 - Present
1919 Investment Counsel, LLC (San Francisco CA)
CA
04/29/2011 - 08/10/2012
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
CA
04/19/2010 - 03/31/2011
HOWE BARNES HOEFER & ARNETT, INC. (SAN FRANCISCO CA)
CA
05/22/1992 - 05/13/2009
FIDELITY BROKERAGE SERVICES LLC (LARKSPUR CA)
FL
01/23/1990 - 09/05/1990
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
09/07/1989 - 01/18/1990
PAMCO SECURITIES AND INSURANCE SERVICES
NA
06/01/1989 - 07/17/1989
THE HEITNER CORPORATION
MI
08/20/1987 - 05/31/1989
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
05/27/1986 - 04/13/1987
TURNER & SELLHORN SECURITIES, INC.
BOTH
Issued 04/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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