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
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, 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.
Employer Sponsored Group Benefits
Long Term Care
CERTIFIED FINANCIAL PLANNER™ Professional
Professional Plan Consultant™
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.