Ann Loden Roberts
Investment adviser representative at Barksdale Investment Management
25 yearsExperience
2 statesRegistered in
$3BFirm assets
41 yearsFirm in business
Are you Ann Loden Roberts? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Barksdale Investment ManagementFeb 2004 to now
- Weaver C. Barksdale & Associates, Inc.Jan 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Barksdale Investment Management
Legal name: Weaver C. Barksdale & Associates, Inc.
$3BAssets managed
54Clients
9Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2195221
- Firm CRD
- 105098