Brian
Roberts
Flexpath Strategies
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About this Advisor
Brian Roberts is a financial advisor based in Aliso Viejo, California, working with Flexpath Strategies. Brian has previously held positions at Financial Telesis Inc, Nfp Retirement, Inc, Nfp Advisor Services, LLC, and Flexpath Strategies, Inc. Brian has passed the Series 63 regulatory exam and is registered to provide services in California and Virginia. Currently, Brian is part of Flexpath Strategies, which operates out of Aliso Viejo, California. The firm has 25 employees and manages assets totaling $66.0 billion. The services offered by the firm include portfolio management for pooled investment vehicles and pension consulting services. The fee structure at Flexpath Strategies includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flexpath Strategies Brokerage Details
$65,973,486,697
25
902
$73,141,338
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Pension consulting services
Brian Roberts Work History
Flexpath Strategies, Inc
Nfp Advisor Services, LLC
Financial Telesis Inc
Nfp Retirement, Inc
Disclosures
Please visit the SEC profile of Brian Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Flexpath Strategies
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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