Robert Robertson Email & Phone Number

Financial Advisor @ LPL Financial

5 free lookup(s).

Robert Robertson Location

Texas, United States

Robert Robertson Work

2020 - now Financial Advisor @ LPL Financial
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2016 - 2020 Sr Financial Advisor @ Wells Fargo Advisors
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2000 - 2016 Financial Advisor @ Edward Jones
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1978 - 2000 Financial Advisor and Exploration Supervisor @ Mobil Oil
1973 - 1978 Research Associate @ Kansas Geological Survey

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Robert Robertson Education

The University of Dallas
Master of Business Administration (Management)
1985 - 1987
University of Kansas
Masters of Arts (Physics and Geophysics)
1973 - 1976
Emporia State University
Bachelor of Arts (Physics and Math)
1969 - 1973

Robert Robertson Skills

Retirement Planning
529 Plans
College Savings Plans

Wealth Management
401k Rollovers
Saving for Education
Roth IRA
Asset Allocation
Investment Strategies
IRAs

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Robert Robertson Summary

Robert Robertson, based in Texas, United States, is currently a Financial Advisor at LPL Financial. Robert Robertson brings experience from previous roles at Wells Fargo Advisors, Edward Jones, Mobil Oil and Kansas Geological Survey. Robert Robertson holds a 1985 - 1987 Master of Business Administration in Management @ The University of Dallas. With a robust skill set that includes Retirement Planning, 529 Plans, College Savings Plans, Wealth Management, 401k Rollovers and more. Robert Robertson has 3 emails and 1 mobile phone numbers on RocketReach.

Robert Robertson Emails

Found 3 emails

Robert Robertson Phone Numbers

Found 4 phone numbers

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Others Named Robert Robertson

Robert Robertson

Senior Director, Strategic Finance at Synovus

Birmingham, AL, US
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- iberiabank.com
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Robert Robertson

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Monroe, NC, US
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- safefiredetection.com
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Robert Robertson

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- dhuhealthcare.nhs.uk
Robert Robertson

General Manager Accounting NAFTA at Daimler Trucks North America

Portland, OR, US
3
- comcast.net
- daimler.com
- yahoo.com
5+
- +1 503-690-XXXX
- +1 503-704-XXXX
- +1 503-803-XXXX
- +1 503-745-XXXX
- +1 503-970-XXXX
- +1 503-745-XXXX

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Top LPL Financial Employees

Joe Pannarale

President and CEO at Diversified Wealth Solutions, LLC at LPL Financial

Highland, IN, US
2
- lpl.com
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5+
- +1 815-462-XXXX
- +1 815-834-XXXX
- +1 630-421-XXXX
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- +1 815-501-XXXX
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Mark Bordelove

Chief Executive Officer, Bordelove Foster Wealth Management at LPL Financial

Detroit, MI, US
2
- lpl.com
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- +1 248-515-XXXX
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Blain Bogar

President and Wealth Management Advisor at LPL Financial

Las Vegas, NV, US
2
- lpl.com
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- +1 406-655-XXXX
- +1 406-534-XXXX
- +1 727-216-XXXX
- +1 702-518-XXXX
- +1 406-698-XXXX
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Don Link

President 973 845-6667 and 844 366 5465 at LPL Financial

Westfield, NJ, US
3
- gmail.com
- lpl.com
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- +1 908-875-XXXX
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Marc Stone

Registered Principal at LPL Financial

Beachwood, OH, US
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- lpl.com
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- att.net
- bellsouth.net
3
- +1 216-464-XXXX
- +1 216-533-XXXX
- +1 216-464-XXXX
Richard Keltner

Vice President, Tax Innovation at LPL Financial

San Diego, CA, US
3
- gmail.com
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- +1 619-756-XXXX
Anh Sisouvanh

Vice President, Ops conversions and integrations at LPL Financial

San Diego, CA, US
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