James
Roberts
Intentional
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About this Advisor
James Roberts is a certified financial planner operating out of Fort Mill, South Carolina, with a total of 1 year of industry experience. Roberts is on the advisory team at Intentional. Throughout their career, Roberts has worked at Cetera Advisors LLC, Commonwealth Financial Network, Community Wealth, A Dba Of Cic Wealth, LLC and Intentional, LLC. Roberts holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in South Carolina. Intentional is a registered investment business that has its headquarters in Fort Mill, SC. The company has just four advisors. It has $107 million in assets between its 149 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 149 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically depend on which service is offered. However, fee types billed by Intentional most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intentional Brokerage Details
$107,430,713
4
149
$721,011
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Roberts Work History
James has been registered as a financial advisor for 1 years.*
Intentional, LLC
Community Wealth, A Dba Of Cic Wealth, LLC
Commonwealth Financial Network
Cetera Advisors 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 James 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 Intentional
Fort Mill, SC
Fort Mill, SC
New Market, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
