Joseph Paul Roberts

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2000 → 01/2025
  Lincoln Financial Advisors
  Baton Rouge, LA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Baton Rouge, LA

Previous Registrations

• 2009-04-22 → 2025-01-24
  Osaic Fa, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1) PAUL ROBERTS 1713 INGLESIDE DRIVE BATON ROUGE, LA 70808 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME, AND DENTAL INSURANCE. START DATE: 1/1/2001 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) FORT LIVINGSTON LIFT, LLC 1713 INGLESIDE DR. BATON ROUGE, LA 70808 CATEGORY: RENTAL/LLC INVESTMENT RELATED: YES TITLE: OWNER/MANAGER DUTIES: MAINTENANCE. THE BOAT SLIP IS IN AN LLC FOR LIABILITY PURPOSES. I RENT TO OTHER BOATERS FROM TIME TO TIME. START DATE: 3/12/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2000-08-17