Tom Robertson is a CERTIFIED FINANCIAL PLANNER™ Professional,
a Professional Plan Consultant™ and offers financial planning as an Investment Advisor Representative of Robertson Advisory Inc. a Registered Investment Advisor of the State of Florida.
Tom also offers securities as a Registered Representative and advisory services as an Investment Advisor Representative of LPL Financial a Registered Investment Advisor.
Practicing in DeLand since 1993
You Matter to Us |
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 386.734.2566 or email@example.com any time.
We are always here for you.
Financial planning offered through Robertson Advisory Inc., a registered investment advisor and separate entity.
Check the background of the investment professional associated with this site on FINRA’s BrokerCheck.
Click here to learn more about CERTIFIED FINANCIAL PLANNER Board of Standards, Inc or here to see Tom’s CFP® Certificate.
Information relating to securities is intended for use by individuals residing in CA, CO, FL, GA, IN, MD, NC, NY, OH, TX and VA only and investment advisory services may be offered through this web site to residents of Florida only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
Robertson Advisory does not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, or gender expression. All are welcome.