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Wednesday, August 19, 2026The Morning Brief →Sign in
wealth team

The Roberts team

$350MBook of businessas reported in coverage
2Advisors
Tampa, FLMarket
2Moves on our record
The lineage
until Aug 13, 2001PRIORCorebridge Financial (formerly Valic Financial Advisors)
Aug 13, 2001CURRENTFrontline Investment Advisors
Aug 14, 2026team liftoutCorebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
Aug 14, 2026team liftoutCorebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors

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