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RIA · CRD 131285State-Registered Investment Adviser

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Robertson Advisory

Robertson Advisory Inc. is a Registered Investment Advisor of the State of Florida. Tom Robertson, a CERTIFIED FINANCIAL PLANNER® professional, offers...

Overview

Robertson Advisory Inc. is a Registered Investment Advisor of the State of Florida. Tom Robertson, a CERTIFIED FINANCIAL PLANNER® professional, offers financial planning as an Investment Advisor Representative of Robertson Advisory Inc. Financial planning is offered through Robertson Advisory Inc., a registered investment advisor and separate entity from LPL Financial.

General information

Firm type

RIA

Location

City

DeLand

Principals

Tom Robertson

CFP®, Investment Advisor Representative

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