Christopher Dee Roberts
Professional Summary
Christopher Dee Roberts is a registered financial advisor currently at FINANCIAL SENSE SECURITIES, INC. located in San Diego, California. Christopher is registered as a RR (Registered Representative) and started their career in finance in 2015. Christopher has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL SENSE SECURITIES, INC. | PUPLAVA SECURITIES, INC. | FINANCIAL SENSE WEALTH MANAGEMENT
Contact Information
Main Address
10920 Via Frontera Suite 500, San Diego, CA 92127Mailing Address
10920 Via Frontera Suite 500, San Diego, CA 92127Phone Number
(858) 487-3939Established
California since 08/22/1995Firm Type
CorporationFiscal Year End
JuneFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/9/2025)
(11/27/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Christopher Dee Roberts's CRS (Customer Relationship Summary).
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