Lpl financial advisory services in DeLand, FL
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Tom Robertson, CFP PPC | Robertson Advisory Inc
● ClosedTom Robertson, CFP PPC | Robertson Advisory Inc is a finance institution located at 505 East New York Avenue, DeLand, Florida, United States. Tom Robertson is a CERTIFIED FINANCIAL PLANNER™ Professional and a Professional Plan Consultant™, offering financial planning services as an Investment Advisor Representative of Robertson Advisory Inc, a Registered Investment Advisor of the State of Florida. Additionally, Tom offers securities as a Registered Representative and advisory services as an Investment Advisor Representative of LPL Financial, a Registered Investment Advisor. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning is offered through Robertson Advisory Inc, a registered investment advisor and separate entity. The LPL Financial registered representative associated with this website may only conduct business with residents of the states in which he is properly registered or licensed. Investment advisory services may only be offered through this website to residents of Florida. Robertson Advisory does not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, or gender expression. All are welcome at this institution.
505 E New York Ave #9, DeLand, FL 32724, United States
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