Roberts 2012 Family Trust is listed as Owner at Financial Advisory Partners, LLC in Winter Park, FL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Financial Advisory Partners, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Roberts 2012 Family Trust work?
Roberts 2012 Family Trust is listed as Owner at Financial Advisory Partners, LLC on SEC Form ADV.
How much of Financial Advisory Partners, LLC does Roberts 2012 Family Trust own?
Form ADV reports a beneficial ownership band of 25-50%.