James
Roberts
Intentional
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About this Advisor
James Roberts is a financial advisor based in Fort Mill, South Carolina, working with Intentional. James has previously held positions at Cetera Advisors LLC, Commonwealth Financial Network, Community Wealth, A Dba Of Cic Wealth, LLC, and Intentional, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, James is part of Intentional, which operates out of Fort Mill, South Carolina. The firm has 1 office and 3 employees. The firm manages assets totaling $124.7 million and serves high-net-worth clients. 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Intentional includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Intentional Brokerage Details
$124,717,218
3
430
$290,040
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
Intentional, LLC
Community Wealth, A Dba Of Cic Wealth, LLC
Commonwealth Financial Network
Cetera Advisors LLC
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 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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