AdvisorOS Directory
Claim Profile
Unclaimed Profile
CR

Charles Dreher Robertson

DREHER INVESTMENT SERVICES, INC.·SAN ANGELO, Texas
Series 3, Series 7, Series 24, Series 52, Series 63Clean record23 years registeredDREHER INVESTMENT SERVICES, INC.
517 W. TWOHIG AVENUE, SAN ANGELO, TX 76903CRD# 705261Firm CRD# 114196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Dreher Robertson · SAN ANGELO, TX
Registration
CRD #705261 · DREHER INVESTMENT SERVICES, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

PLAGENS & TAYLOR WEALTH MANAGEMENT
Mar 2025 – present
DREHER INVESTMENT SERVICES, INC.
Feb 2004 – Jun 2025
SAN ANGELO, TX
DREHER COMPANY
Aug 2003 – Dec 2003
SAN ANGELO, TX
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 24
Series 52
Series 63
Registration record
First registered · August 12, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DREHER INVESTMENT SERVICES, INC.
CRD 114196 · SEC 801-110396
AUM
$221M
Regulatory assets under management
Employees
6
308 client accounts
Services offered by DREHER INVESTMENT SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DREHER INVESTMENT SERVICES, INC. →
Introduction

Speak with Charles

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

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

Looking for a financial advisor in SAN ANGELO?

Browse all registered financial advisors in SAN ANGELO, Texas or claim this profile if it's yours.

Browse SAN ANGELO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Dreher Robertson offer?
Charles Dreher Robertson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANGELO, Texas for a consultation.
What are Charles Dreher Robertson's credentials?
Charles Dreher Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Dreher Robertson located?
Charles Dreher Robertson is based in SAN ANGELO, Texas, working with DREHER INVESTMENT SERVICES, INC.. Their office serves clients in the SAN ANGELO metropolitan area and surrounding communities.
How does Charles Dreher Robertson charge for services?
Charles Dreher Robertson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DREHER INVESTMENT SERVICES, INC.?
DREHER INVESTMENT SERVICES, INC. has approximately 6 employees and manages $221M 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 →

Other Advisors at DREHER INVESTMENT SERVICES, INC.

Katy Lin Taylor
SAN ANGELO, TX
Rusty Joe Taylor
SAN ANGELO, TX
Spencer Judson Plagens
SAN ANGELO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile