The Office

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.

Information relating to securities is intended for use by individuals residing in CA, CO, FL, GA, IN, MD, NC, NY, 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.