Charles
Robertson
Dreher Investment Services, Inc
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About this Advisor
Charles Robertson is a financial advisor working in San Angelo, Texas who has 19 years of industry experience. Robertson is currently employed by Dreher Investment Services, Inc. They have been an employee of Dreher Investment Services, Inc for the entirety of their career. Robertson has a Series 63 license, qualifying them as a securities broker, and is registered to work in Texas. Dreher Investment Services, Inc is a registered investment firm that has its headquarters in San Angelo, TX. It manages $177 million in assets under management among its 274 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 274 accounts, 28% are associated with high-net-worth clients who have greater than $1 million in assets. Dreher Investment Services, Inc has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fee types charged by Dreher Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dreher Investment Services, Inc Brokerage Details
$177,355,500
7
274
$647,283
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Charles Robertson Work History
Charles has been registered as a financial advisor for 19 years.*
Dreher Company, Inc
*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 Charles Robertson 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 Dreher Investment Services, Inc
San Angelo, TX
San Angelo, TX
San Angelo, TX
San Angelo, TX
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