Clifton Roberts's Location
Richmond, Texas, United States
Clifton Roberts's Work
- Senior Wealth Advisor @ J.D. Mellberg Financial
- Internal Wholesaler @ Hartman Income REIT
- Vice President of Investment @ LPL Financial
- Senior Financial Advisor @ Wells Fargo Advisors
- Private Client Advisor @ JPMorgan Chase & Co.
- President @ Prestige Financial Services
Clifton Roberts's Education
- Colorado Christian University
Bachelor of Business Administration - BBA (Business, Management, Marketing, and Related Support Services)
1995 - 1999
Clifton Roberts's Skills
- Client Management
- Sales Prospecting
- Global Asset Management
- Marketing Strategy
- Professional Phone Skills
- Stock Market Analysis
- Client Profiles
- Client Prospecting
- Client Services
- Client Education
Clifton Roberts's Summary
Clifton Roberts, based in Richmond, Texas, United States, is currently a Senior Wealth Advisor at J.D. Mellberg Financial, bringing experience from previous roles at Hartman Income REIT, LPL Financial, Wells Fargo Advisors and JPMorgan Chase & Co.. Clifton Roberts holds a 1995 - 1999 Bachelor of Business Administration - BBA in Business, Management, Marketing, and Related Support Services @ Colorado Christian University. With a robust skill set that includes Client Management, Sales Prospecting, Global Asset Management, Marketing Strategy, Professional Phone Skills and more, Clifton Roberts contributes valuable insights to the industry. Clifton Roberts has 4 emails and 1 mobile phone number on RocketReach.
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