Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore G. Roberts is an Investment Advisor Representative at First Command Advisory Services. Theodore has been in the industry since 2024 and is licensed in North Carolina and Virginia. Theodore holds the Series 63, 65 and 6TO licenses, and the SIE. Theodore is also an Adjunct Instructor at Liberty University and Air University. Theodore G. Roberts provides investment advice to individuals, corporations, and charitable organizations. Theodore’s services include financial planning and portfolio management.
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.
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.
1
2
VA
08/22/2024 - Present
First Command Advisory Services (Chesapeake VA)
IA
Issued 08/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Theodore Roberts is the right advisor for you? Invested Better is here to help.
