Robert Robertson Email & Phone Number
Financial Advisor @ LPL Financial
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Robert Robertson Location
- Texas, United States
Robert Robertson Work
- 2020 -now Financial Advisor @
- 2016 -2020 Sr Financial Advisor @
- 2000 -2016 Financial Advisor @
- 1978 -2000 Financial Advisor and Exploration Supervisor @
- 1973 -1978 Research Associate @ Kansas Geological Survey
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
- Variable Annuities
- Mutual Funds
- Investments
- Investment Advisory
- Bonds
- Series 7
- Life
- Retirement
- Tax Free Income
- Retirement Savings
- Qualified Retirement Plans
- Long Term Care Insurance
- SEP IRA
- 401k
- Fixed Annuities
- Series 63
- Financial Goals
- Financial Advisory
- ETFs
- Separately Managed Accounts
- Estate Considerations
- Income Protection Strategies
- FINRA
- High Net Worth Individuals
- Pensions
- Retirement Plan Consulting
- Stocks
- Wealth Preservation Planning
- Life Insurance
- Exchange Traded Funds
- Investment Planning
- Tax Free Income Strategies
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 3 mobile phone numbers on RocketReach.
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