Background and Experience

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.

Securities |
General Securities
Mutual Funds
Limited Partnerships
Variable Annuities
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.

Information relating to securities is intended for use by individuals residing in CA, CO, FL, GA, IA, 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.


Insurance |
Life
Disability
Employer Sponsored Group Benefits
Long Term Care
Fixed Annuities

Other |
CERTIFIED FINANCIAL PLANNER™ Professional
Professional Plan Consultant™

Education |
Bachelors Degree in Business Administration from University of Central Florida, 1985

Current Community Involvement |
Museum of Art – DeLand; Finance Committee, Endowment Investment Committee
Rotary Club of DeLand; Member
House Next Door Family Foundation; Board of Trustees, Chairman
The DeLand Beacon/Mustard Seed Publishing; Board of Directors
Past Community Involvement |
DeLand Noon Rotary; Board of Directors
House Next Door; Board of Directors, Treasurer, President
Volusia County School Board; Capital Advisory Committee
Stetson University; Adjunct Professor
Stetson University; Men’s Basketball Booster, President
City of DeLand; Budget Advisory Committee; Chairman

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.