Roy Anthony Roberson

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/1999 → Present
  Roberson Financial Services
  Lynchburg, VA
• 08/2012 → Present
  Equity Services, Inc.
  Montpelier, VT
• 08/2012 → Present
  Fairway Financial Partners, Llc
  Roanoke, VA

Previous Registrations

• 1999-06-29 → 2012-09-18
  Principal Securities, Inc.
  Lynchburg, VA
  Lynchburg, VA

Other Businesses

*MELKEN LLC. 3071 FORT AVENUE, LYNCHBURG VA 24501.ONGOING,INV REL,RENTAL PROPERTY,OWNER,5 HRS WKLY.*ROBERSON FINANCIAL SERVICES, 3071 FORT AVE, LYNCHBURG VA 24501. EFF DATE: 1992, INSURANCE SALES, INVESTMENT RELATED. *FAIRWAY FINANCIAL PARTNERS LLC, 3071 FORT AVE, LYNCHBURG VA 24501, INVESTMENT RELATED, INSURANCE SALES, EFF DATE 08/01/2012. *ROY ROBERSON JR. BASKETBALL COACH, 5500 DIXON DR, RALEIGH NC 27609. NOT INV REL. MAY 2022. BOYS BASKETBALL COACH. HEAD COACH, SANDERSON HIGH SCHOOL. STANDARD HS COACHING RESPONSIBILITIES, PRACTICE, GAMES, LIGHT ADMIN WORK. DURING SOME TRADE HRS*CORNERSTONE ADVISOR GROUP LLC, 158 MINE LAKE COURT, SUITE 100, RALEIGH, NC, 27615, ONGOING, INV REL, 02/01/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%*RA NC PROPERTIES LLC, 142 WIND CHIME, RALEIGH, NC, 27615, ONGOING, INV REL, 05/16/2025, MEMBER, PURCHASE AND MANAGE INVESTMENT REAL ESTATE, DURING TRD/HRS, 5%.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-22
• S63 Uniform Securities Agent State Law Examination
  1993-12-22