Francis William Mcroberts

Current Employers

Employment History

• 01/1997 → Present
  Royal Alliance Associates, Inc.
  Kailua, HI

Other Businesses

1. F. WILLIAM MCROBERTS POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1973 ADDRESS: 328 Uluniu Street Suite 202, Kailua HI 96734, United States DESCRIPTION: I have been an agent or general agent for life and health insurance since 1973 (agent) I run all my new business, which is minimal through the broker dealer. There may be some mention of insurance sales on my web site. 2. MCROBERTS AND ASSOCIATES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1979 ADDRESS: 328 Uluniu Street Suite 202, Kailua HI 96734, United States DESCRIPTION: As disclosed before we prepare tax returns and assist people in the financial aspects of divorce settlement. I couldn't really tell you when I prepared my first tax return or took on my first divorce case. 3. FRANCIS W MCROBERTS POSITION: SOLE PROPRIETOR NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 10/29/2014 ADDRESS: 328 ULUNIU STREET SUITE 202, KAILUA HI 96734 DESCRIPTION: I BOUGHT A KANGEN WATER MACHINE AND SIGNED UP TO GET REFERRAL INCOME SHOULD ANYONE USE MY NAME AS THE PERSON REFERRING THEM AND THEY BUY PRODUCTS. I DON'T ANTICIPATE THAT THIS WILL RESULT IN MUCH IF ANY INCOME. I AM SIMPLY EXCITED ABOUT THE TREATED WATER THAT I AM NOW USING AND MY ENTHUSIASM MAY RESULT IF SOMEONE BUYING THE PRODUCETS THEMSELVES. MY YOUNGER BROTHER IS BATTLING [REDACTED] AND I BOUGHT A MACHINE FOR HIM WITH THE HOPE THAT THE WATER WILL HELP HIM. I BELIEVE THAT I WILL GET A REFERRAL FEE FOR THAT PURCHASE. 4.FRANCIS W MCROBERTS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2020 ADDRESS: 328 Uluniu Street Suite 202, Kailua HI 96734, United States DESCRIPTION: This is actually an add on to the life coaching we are doing with clients. As financial advisors we have the opportunity to help clients with more than securities business and such. We help folks craft a forward vision of the life they would love to live and of course part of that is managing financial assets. The process of helping people with those visions seems to fall under the generic heading of life planning. We are not currently charging for these added services. Self-talk is what we say to ourselves constantly. It can be out loud or silently thought. What is apparent is we have all been programed since birth and the results of these programs shows up as self-talk. What the training addresses is how to consciously take charge of what is wired in our brains and make changes where warranted. My job is to help people recognize what is running in their heads and then make changes. 5. BILL MCROBERTS POSITION: Author NATURE: I am self publishing a book on Amazon. The title is I Love My Life and I am Enjoying the Ride" . It has nothing to do with securities business. If anyone buys it I will get a royalty. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2026 ADDRESS: 328 Uluniu Street Suite 202, Kailua HI 96734, United States DESCRIPTION: I am the author of the book.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-04
• S63 Uniform Securities Agent State Law Examination
  1982-03-06

Designations

Other Names

• Bill Mcroberts