Glen Winston Roberts

Employer firm

Hilton Head Capital Partners, LLC CRD 299375

$410M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2008 → 04/2024
  Raymond James Financial Services
  Conway, SC
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Conway, SC
• 01/2020 → Present
  Roberts Financial Strategies, Llc
  Conway, SC
• 04/2024 → Present
  Hilton Head Capital Partners, Llc
  Conway, SC

Previous Registrations

• 2009-01-02 → 2024-04-01
  Raymond James Financial Services Advisors, Inc
  Conway, SC
• 2008-04-03 → 2009-01-02
  Raymond James Financial Services, Inc.
  Conway, SC
• 2008-01-01 → 2008-03-20
  Wells Fargo Clearing Services, Llc
  Myrtle Beach, SC
• 2005-08-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Myrtle Beach, SC
  St. Louis, MO
  Myrtle Beach, SC

Other Businesses

(1) Name of Business: none Address: 809 Wright Boulevard, Conway, SC 29527, conway, SC, 29527, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/10/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Roberts Financial Strategies, LLC Address: 1121 3rd ave Suite b, Conway, SC, 29526, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/06/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have Raymond James Branch 8JA

Exams

• S66 Uniform Combined State Law Examination
  2005-08-08
• S63 Uniform Securities Agent State Law Examination
  1992-10-30

Other Names

• Glen W Roberts