CHARLES DAVID ROBERTS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LINCOLN INVESTMENT PLANNING, LLC | 2026-02-20 | present | Yes |
| LPL ENTERPRISE, LLC | 2024-11-14 | 2026-02-27 | — |
| PRUCO SECURITIES, LLC | 2024-09-16 | 2024-11-14 | — |
| PRINCIPAL SECURITIES, INC. | 2012-02-22 | 2024-09-24 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2009-01-14 | 2011-12-31 | — |
| TCA FINANCIAL GROUP, LLC | 2006-06-30 | 2009-01-02 | — |