Sonia
Joao
Robertson Investment Management
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About this Advisor
Sonia Joao is a financial advisor based in Houston, Texas, working with Robertson Investment Management. Sonia has previously held positions at Barrington Financial Advisors, Inc, First Allied Securities Inc, First Allied Securities, Inc, Robertson Wealth Management, and Sizemore Capital Management LLC. Sonia has passed the Series 65 regulatory exam and is registered to provide services in California, Colorado, Louisiana, New York, and Texas. Currently, Sonia is part of Robertson Investment Management, which operates out of Houston, Texas. The firm has 16 employees and manages assets totaling $434.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Robertson Investment Management includes asset-based fees.
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Robertson Investment Management Brokerage Details
$434,418,252
16
1,971
$220,405
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Sonia Joao Work History
Robertson Wealth Management
First Allied Securities, Inc
Sizemore Capital Management LLC
First Allied Securities Inc
Barrington Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Sonia Joao 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 Robertson Investment Management
Houston, TX
Oceanside, CA
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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