Clinton Lee Roberts is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2025-09-26 | present | Yes |
| RAYMOND JAMES & ASSOCIATES, INC. | 2024-03-27 | 2025-07-16 | — |
| WFG ADVISORS, LP | 2010-02-18 | 2010-03-10 | — |
| ROBERTS WEALTH MANAGEMENT LLC | 2009-10-30 | 2010-02-11 | — |