Unclaimed Profile

Alfred Stephen Roberts

CCP, INC·PALATINE, Illinois

Series 7, Series 24, Series 63Clean record20 years registeredCCP, INC

4801 EMERSON AVE, PALATINE, IL 60067CRD# 2949885Firm CRD# 109692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alfred Stephen Roberts · PALATINE, IL

Registration

CRD #2949885 · CCP, INC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CCP, INC

MERCER GLOBAL ADVISORS INC.

Feb 2020 – Jan 2025

Middleton, WI

CCP, INC

Jul 2009 – Jun 2020

PALATINE, IL

USAA FINANCIAL PLANNING SERVICES

Jan 2009 – Jul 2009

SAN ANTONIO, TX

USAA INVESTMENT MANAGEMENT COMPANY

Oct 2007 – Dec 2008

SAN ANTONIO, TX

USAA FINANCIAL PLANNING SERVICES

Oct 2005 – Oct 2007

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · October 7, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCP, INC

CRD 109692 · SEC 801-55936

AUM

$142M

Regulatory assets under management

Employees

287 client accounts

Services offered by CCP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCP, INC →

Introduction

Speak with Alfred

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alfred is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALATINE?

Browse all registered financial advisors in PALATINE, Illinois or claim this profile if it's yours.

Browse PALATINE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alfred Stephen Roberts offer?

Alfred Stephen Roberts specializes in Financial Planning, Investment Management.

What are Alfred Stephen Roberts's credentials?

Alfred Stephen Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alfred Stephen Roberts located?

Alfred Stephen Roberts is based in PALATINE, Illinois, last registered with CCP, INC.

How does Alfred Stephen Roberts charge for services?

Alfred Stephen Roberts's firm is compensated through percentage of aum, other: minimum fee in contract. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCP, INC?

CCP, INC has approximately 4 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →