AR
AR

Adonis Jvon Roberson

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
16,940 clients
Average Client Portfolio
$52K average
Assets Under Management
$887.3M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

Villa Rica, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adonis is an AVP at Principal Bank, responsible for sales of bank deposit products, and a Retirement Consultant for Principal Advised Services, providing investment advice to retirement plan participants. Both roles are investment-related and take up Adonis's full-time.

Employment History
Current Registrations
Principal Advised Services
May 2024 - Present · 1 yr 9 mos
Principal Securities, INC.
August 2022 - Present · 3 yrs 6 mos
Principal Securities, INC.Broker
August 2022 - Present · 3 yrs 6 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.