David Lynn Roberts is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with PLAN FOR YOUR GOALS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PLAN FOR YOUR GOALS, LLC | 2022-06-23 | present | Yes |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2020-05-08 | 2022-06-29 | — |