April Roberts (CRD# 5657855) is an Investment Advisor Representative working at Rwm Capital, LLC in Sugar Land, TX and has over 15 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roberts Wealth Management, LLC | Sugar Land, TX | Jul 2008 - Current | 15 |
| Ux Wealth Partners, LLC | Centennial, CO | Jun 2020 - Sep 2020 | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2017 - Jun 2020 | 3 |
| Global Financial Private Capital, LLC | Sarasota, FL | May 2015 - Apr 2017 | 1 |
| Horter Investment Management, LLC | Sugar Land, TX | Oct 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- TX
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts1,585ACCOUNTS
-
Average Account Value$68,097
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, FL, IN, LA, MS, NH, TX
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