David
Roberts
Vima, LLC
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About this Advisor
David Roberts is a financial advisor based in Troy, Michigan, working with Vima, LLC. David has previously held positions at Investment Solutions Advisors, LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Waddell & Reed Inc, Zeiders Enterprise, Minnesota Life, Securian Financial Services Inc, Securian Financial Group, Financial Strategies Group, Inc, and Vima, LLC. David has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, David is part of Vima, LLC, which operates out of Troy, Michigan. The firm has 13 employees and manages assets totaling $113.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Vima, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vima, LLC Brokerage Details
$113,291,942
13
452
$250,646
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
David Roberts Work History
Vima, LLC
Zeiders Enterprise
Financial Strategies Group, Inc
Minnesota Life
Securian Financial Services Inc
Securian Financial Group
Mass Mutual Life Insurance Company
Mml Investors Services
Waddell & Reed Inc
Investment Solutions Advisors, LLC
Disclosures
Please visit the SEC profile of David 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 Vima, LLC
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
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