Investment Advisory |
Offering financial planning as an Investment Advisor Representative of Robertson Advisory Inc., a Registered Investment Advisor of the State of Florida
Offering advisory services as an Investment Advisor Representative of LPL Financial, a registered investment advisor.
Unit Investment Trusts
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.
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.
Employer Sponsored Group Benefits
CERTIFIED FINANCIAL PLANNER™ Professional
Professional Plan Consultant™
Bachelors Degree in Business Administration from University of Central Florida, 1985
Current Community Involvement |
Advent Health Financial Committee; Member
City of DeLand – Policy Advisory Committee; Member
Civitas – Volusia Remembers Coalition; Member
Museum of Art – DeLand – Finance Committee, Endowment Investment Committee; Member
House Next Door Family Foundation; Board of Trustees, Chairman
Past Community Involvement |
City of DeLand – Budget Advisory Committee; Chairman
DeLand Noon Rotary; Board of Directors
House Next Door; Board of Directors, Treasurer, President
Volusia County School Board – Capital Advisory Committee; Member
Stetson University; Adjunct Professor
Stetson University – Men’s Basketball Booster, President
West Volusia Beacon – Mustard Seed Publishing; Board of Directors
Additional Information |
I have offered financial advisory services since 1993.
I complete at least 30 hours of financial planning continuing education units every 2 years.
A current copy of my Form ADV Part 2 is available upon request.