Sasha Jannel Roberts-Alston

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 11/2018
  Lincoln Heritage
  Ft. Washington, PA
• 11/2018 → Present
  Roberts Financial Group Llc
  Horsham, PA
• 04/2025 → 12/2025
  Principal Life Insurance Company
  Horsham, PA
• 04/2025 → 12/2025
  Principal Securities, Inc
  Horsham, PA
• 08/2026 → Present
  Lpl Enterprise Llc
  Horsham, PA

Previous Registrations

• 2025-07-14 → 2025-12-16
  Principal Securities, Inc.
  Wayne, PA
  Philadelphia, PA
  Horsham, PA

Other Businesses

1. 07/29/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Philadelphia, PA - INV REL - Start Date: 07/23/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 07/29/2026 - Sasha Roberts-Alston N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Philadelphia, PA - INV REL - Start Date: 07/23/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 07/29/2026 - Roberts Financial Group LLC - Non-Variable Insurance - Horsham, PA - INV REL - Start Date: 11/18/2018 - 10 Hrs/Mth - 10 Hrs During Trading 4. 07/29/2026 - Roberts Financial Group LLC - Tax Prep/Accounting/CPA - Horsham, PA - INV REL - Start Date: 06/11/2026 - 07 Hrs/Mth - 00 Hrs During Trading 5. 07/29/2026 - Roberts Financial Group LLC - Property and Casualty - Horsham, PA - INV REL - Start Date: 11/16/2018 - 05 Hrs/Mth - 00 Hrs During Trading 6. 07/29/2026 - Roberts Financial Group LLC - Sasha Roberts-Alston - Notary - Horsham, PA - INV REL - Start Date: 11/16/2018 - 03 Hrs/Mth - 00 Hrs During Trading 7. 07/29/2026 - Roberts Financial Group LLC - Non-Variable Insurance - Horsham, PA - INV REL - Start Date: 11/16/2018 - 05 Hrs/Mth - 00 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2025-07-11
• S63 Uniform Securities Agent State Law Examination
  2007-08-16

Other Names

• Sasha Roberts
• Sasha Jannel Roberts
• Sasha Jannel Roberts-Alston
• Sasha Roberts-Alston