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Inactive

Charles Richard Roberts

Financial Freedom Planners

Glen Allen, VA

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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
Other Names
  • Chuck Roberts

View on SEC IAPD

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Other Investors

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JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS
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KRISTIN ANLIKER
SUSANNAH AMELIA ORZOLEK
ANNA L CARLSON
JORDAN PETER MISTRETTA

Other Offices

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

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