PHILIP ALLEN ROBERTS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with BLEAKLEY FINANCIAL GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BLEAKLEY FINANCIAL GROUP, LLC | 2022-06-29 | present | Yes |
| PRIVATE ADVISOR GROUP, LLC | 2017-07-10 | 2022-07-20 | — |
| ROUND TABLE WEALTH MANAGEMENT | 2009-02-23 | 2017-06-16 | — |