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Charles Richard Roberts

Financial Freedom Planners

Glen Allen, VA

CRD 846282

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Employer firm

Financial Freedom Planners CRD 168395

150 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Financial Freedom Planners

4801 Cox Road, Suite 201, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2013-08-12
  • VA RA
    APPROVED
    Since 2013-08-12

Branch Locations

4801 Cox Road, Suite 201, Glen Allen, VA 23060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Previous Registrations
  • 2009-09-10 → 2013-08-20
    Cambridge Advisors
    Richmond, VA
  • 2007-02-09 → 2007-09-13
    Thompson Davis & Co., Inc.
    Richmond, VA
    Richmond, VA
    Winston-Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-30
S63 Uniform Securities Agent State Law Examination 1984-06-28
  • S66 Uniform Combined State Law Examination
    2006-08-30
  • S63 Uniform Securities Agent State Law Examination
    1984-06-28
Designations
  • Certified Financial Planner
Other Names
  • Chuck Roberts

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STRATHMORE CAPITAL ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

JOHN SICAT
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS

Nearby Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA

More in Glen Allen, VA

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