Bonnie
Roberts
Janney Montgomery Scott LLC
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About this Advisor
Bonnie Roberts is a financial advisor based in Aiken, South Carolina with a total of 11 years of relevant experience. Roberts is an advisor for Janney Montgomery Scott LLC. They have spent their whole career at Janney Montgomery Scott Llc. Roberts maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in South Carolina. Janney Montgomery Scott LLC is a registered investment firm based out of Philadelphia, PA. It has offices in 118 locations and a total of 2,242 financial advisors. It has $73 billion in total assets across its 216,397 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 1,526 charities and foundations. Of its 216,397 accounts, 31% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of services provided. Fees billed by Janney Montgomery Scott LLC can include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
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
- Educational seminars/workshops
Bonnie Roberts Work History
Bonnie has been registered as a financial advisor for 11 years.*
Janney Montgomery Scott LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bonnie 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 Janney Montgomery Scott LLC
Pittsburgh, PA
Towson, MD
New Haven, CT
Atlanta, GA
Greenville, SC
Fort Lauderdale, FL
Boca Raton, FL
Albany, NY
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