LPL Financial
43yrs
Top advisor by experience in Fort Mill
19yrs
Based in Fort Mill, South Carolina, James Roberts is a fiduciary financial advisor with 19 years of industry experience. James joined Intentional in 2026, after three years at CIC Wealth and three years at Commonwealth Financial Network. James holds the CFP® designation.
One of 568 advisors with offices in Fort Mill, and one of 549 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 59% of advisors in Fort Mill
Office850 Bee Balm Trail, Fort Mill, SC 29708
FirmIntentional
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$426,607
Advisors at the firm3
States licensed ?1 state
Services through Intentional
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowIntentionalCurrent firm
- 2019 – 2022CIC Wealth, LLCPreviously
- 2016 – 2019Commonwealth Financial NetworkPreviously
- 2012 – 2016Cetera Advisors LLCPreviously
- Sep 2012 – Sep 2012Pruco Securities, LLC.Previously
- 2008 – 2012LPL Financial LLCPreviously
Contact James
(866) 752-6410Intentional main office 850 Bee Balm TrailFort Mill, SC 29708Office · Get directions Firm websitewww.primewm.com
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Questions to ask James
Tailored to James’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Intentional at (866) 752-6410 and ask for James Roberts. James works from the Fort Mill, SC office.
How long has James been a financial advisor?
James has been in the industry since 2008, about 19 years. More experience than 59% of advisors in Fort Mill.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Intentional reports being paid by a percentage of the assets they manage, hourly fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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