CHRIS ALAN ROBERTS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2014-01-17 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2012-02-15 | 2013-11-20 | — |
| CHARLES SCHWAB & CO., INC. | 2003-02-10 | 2012-03-23 | — |