Hugh Boyce Roberts

Current Employers

Employment History

• 05/2006 → Present
  Capital Analysts Incorporated
  Radnor, PA
• 06/2012 → Present
  Lincoln Investment
  Woodland Hills, CA

Previous Registrations

• 2006-05-02 → 2012-06-01
  Cincinnati Analysts, Inc.
  Woodland Hills, CA
  Woodland Hills, CA
  Woodland Hills, CA
• 2002-05-03 → 2006-05-02
  Osaic Fa, Inc.
  Woodland Hills, CA
  Woodland Hills, CA
  Maitland, FL

Other Businesses

FAMILY BUSINESS RESOURCE CENTER POSITION: Advisor NATURE: Business Succession INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 04/01/2002 ADDRESS: 1700 W. Colonial Drive, Orlando FL 32804 DESCRIPTION: Advising families how to pass their family-owned business down to the next generation HB ROBERTS COMPANY POSITION: Owner NATURE: Succession planning for family businesses INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/01/1988 ADDRESS: 21800 Burbank Blvd., Ste. 200, Woodland Hills CA 91367, United States DESCRIPTION: Work with family businesses to help them transfer business from one generation to the next. Including counselling and coaching of family members H. B. ROBERTS CO. - THE RAWLS GROUP POSITION: Agent NATURE: Life Settlements INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2011 ADDRESS: 21800 Burbank Blvd.,, Suite 200, Woodland Hills CA 91367, United States DESCRIPTION: Meeting with client and reviewing application process. Working on the development of succession plans. H. B. ROBERTS COMPANY-THE RAWLS GROUP POSITION: Life Insurance Agent NATURE: Fixed Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 188 SECURITIES TRADING HOURS: 136 START DATE: 03/01/2002 ADDRESS: 21800 Burbank Blvd., Ste 200, Woodland Hills CA 91367, United States DESCRIPTION: Business succession for family owned businesses, estate planning and life insurance HELP I'VE GOT FAMILY IN THE BUSINESS POSITION: author NATURE: publishing a book INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2024 ADDRESS: 21800 Burbank Blvd, suite 200, Woodland Hills CA 91367, United States DESCRIPTION: author MELTON LEADERSHIP FOUNDATION POSITION: Secretary NATURE: Executive Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2025 ADDRESS: 226 Warwick Place, Castle Pines CO 80108, United States DESCRIPTION: Keeping minutes, strategic planning

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-15

Designations