Roberta Lee-Driscoll

Overview

Roberta Lee Driscoll operates as a sole proprietorship in the financial advisory space. The firm focuses on providing a range of services, including financial planning, selection of other advisers, and conducting educational seminars and workshops. As a registered representative of a broker-dealer and an insurance broker, Roberta Lee Driscoll integrates various financial products into her advisory practice. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices