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
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
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.
The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.