Bruce Robertson Email & Phone Number
Private Wealth Advisor @ Insight Wealth Strategies, LLC
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Bruce Robertson Location
- Houston, TX, US
Bruce Robertson Work
- 2015 -now Private Wealth Advisor @
- 2015 -2018 Financial Planner @
- 2013 -2015 Financial Advisor @
- 2010 -2013 Executive Vice President and Wealth Manager @
- 2009 -2010 Investment Advisor Representative @ DeWaay Financial Network
- 2002 -2009 Financial Advisor @ Northwestern Mutual Financial Network
- 1999 -2002 Branch Sales Manager @ Household Finance Corporation
- 1997 -1999 Senior Loan Officer @ Credit Lending Concepts
- 1993 -1997 Sr. Vice President @ MidContinent Oil and Gas
Bruce Robertson Education
- West Texas A&M University
(Pres. Alpha Chi, Mortar Board, Resident Assistant, Student Senator)
1991-1993 - University of North Texas
(Accounting and Finance, Saxophone Performance)
1988-1991 - Trinity HS 1985-1988
Bruce Robertson Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Leadership
- Group Health Insurance
- Series 63
- Registered Investment Advisor
- Financial Planners
- Planning
- Fixed Annuities
- Executive Management
- Individual Health Insurance
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- International Relations
- Finance
- Individual Pension Plans
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Asset Management
- Wealth Accumulation
- Defined Benefit
- Financial Analysis
- Disability Insurance
- High Net Worth Clients
- Wealth
- International Investment Advice
- Series 7
- Long Term Care Insurance
- Private Equity
- Retirement
- Pension Administration
- Employee Benefits
- Securities
Bruce Robertson Summary
- Bruce Robertson, based in Houston, TX, US, is currently a Private Wealth Advisor at Osaic FA, Inc.. Bruce Robertson brings experience from previous roles at Insight Wealth Strategies, VALIC, Sethi Financial Group and DeWaay Financial Network. Bruce Robertson holds a 1991 - 1993 West Texas A&M University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Leadership, Group Health Insurance and more. Bruce Robertson has 3 emails and 3 mobile phone numbers on RocketReach.
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