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James E Roberts

INTENTIONAL, LLC·FORT MILL, South Carolina
Unclaimed Profile
850 BEE BALM TRAIL, FORT MILL, SC 29708CRD# 5401304Firm CRD# 318570
01

About

James E Roberts is a registered financial advisor based in FORT MILL, South Carolina, affiliated with INTENTIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INTENTIONAL, LLC
INTENTIONAL
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at INTENTIONAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5401304
Firm CRD# 318570
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James E Roberts offer?
James E Roberts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MILL, South Carolina for a consultation.
What are James E Roberts's credentials?
James E Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James E Roberts located?
James E Roberts is based in FORT MILL, South Carolina, working with INTENTIONAL, LLC. Their office serves clients in the FORT MILL metropolitan area and surrounding communities.
How does James E Roberts charge for services?
James E Roberts's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTENTIONAL, LLC?
INTENTIONAL, LLC has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Dan Hogan Jr Arnold — LPL FINANCIAL LLCSallie Rebecca Larsen — LPL FINANCIAL LLCJames Mchale — LPL FINANCIAL LLCGary Bryan Carrai — FORTIGENT, LLCAllison Marie Bevacqua — FORTIGENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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