Broker Check
Edgar P. Roberts, Jr., PhD, CLU, ChFC

Edgar P. Roberts, Jr., PhD, CLU, ChFC

Registered Representative & Investment Adviser Representative, Equity Services, Inc.

Edgar Roberts was born and raised in Winston-Salem, NC and graduated from RJ Reynolds High School. He earned his BA from UNC at Chapel Hill in 1975; his MA from Wake Forest University in 1979; and his PhD from Northern Arizona University in 1984. Edgar passed his life insurance license exam in 1984, and has been a full-time agent with National Life Insurance Company ever since. He earned his Chartered Life Underwriter (CLU) designation in 1988, and his Chartered Financial Consultant (ChFC) designation in 1995. Edgar specializes in retirement plan design, estate planning strategies, business insurance, and personal insurance.

Edgar is also a registered representative and investment adviser representative of Equity Services, Inc. and has completed the FINRA requirements for Series 6, 7, 24 and 63 registration.

Edgar is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, and the Estate Planning Council of Winston-Salem.  He is a Qualifying & Life member of the Million Dollar Round Table.*  Edgar and his wife, Meg, are the parents of two grown daughters. Some of his hobbies include golf, woodworking, and stamp collecting.

Edgar P. Roberts, Jr. is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NC.  He is also insurance-licensed in NC.  

*MDRT membership is based on sales criteria.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional adviser.