Jeffrey
Roberts
Advus Financial Partners, LLC
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About this Advisor
Jeffrey Roberts is a financial advisor based in Lake Mary, Florida, working with Advus Financial Partners, LLC. Jeffrey has previously held positions at Pinnacle Insurance And Financial Services, University Of Central Florida, Lpl Financial, Resources Investment Advisors, Inc, Chepenik Financial, Lamco Advisory Services, Inc, Black Diamond, and Advus Financial Partners, LLC. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Jeffrey is part of Advus Financial Partners, LLC, which operates out of Lake Mary, Florida. The firm has 2 offices and 18 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Advus Financial Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advus Financial Partners, LLC Brokerage Details
$2,764,389,643
18
1,168
$2,366,772
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Roberts Work History
Advus Financial Partners, LLC
Lamco Advisory Services, Inc
Black Diamond
Lamco Advisory Services, Inc
Resources Investment Advisors, Inc
Lpl Financial
Chepenik Financial
Pinnacle Insurance And Financial Services
University Of Central Florida
Disclosures
Please visit the SEC profile of Jeffrey 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 Advus Financial Partners, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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