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Robertson Advisory Inc | L Thomas Robertson, CFP®

L Thomas Robertson is a Certified Financial Planner™ Professional and an Investment Advisor Representative of Robertson Advisory Inc. practicing in DeLand since 1993 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Robertson Advisory Inc. a registered investment advisor and separate entity.  Information relating to securities is intended for…

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L Thomas Robertson is a Certified Financial Planner™ Professional and an Investment Advisor Representative of Robertson Advisory Inc. practicing in DeLand since 1993 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Robertson Advisory Inc. a registered investment advisor and separate entity.  Information relating to securities is intended for…
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Robertson Advisory Inc | L Thomas Robertson, CFP® | robertsonadvisory.com Reviews

https://robertsonadvisory.com

L Thomas Robertson is a Certified Financial Planner™ Professional and an Investment Advisor Representative of Robertson Advisory Inc. practicing in DeLand since 1993 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Robertson Advisory Inc. a registered investment advisor and separate entity.  Information relating to securities is intended for…

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Background and Experience | Robertson Advisory Inc

http://robertsonadvisory.com/background-and-experience

L Thomas Robertson, CFP. Investment Advisor Representative of Robertson Advisory Inc. offering Financial Planning. Robertson Advisory Inc. a Registered Investment Advisor of the State of Florida. Investment Advisor Representative of LPL Financial offering Advisory Services. Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA. Financial planning offered through Robertson Advisory Inc. A registered investment advisor and separate entity. Stetson Uni...

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Services Provided | Robertson Advisory Inc

http://robertsonadvisory.com/services-provided

L Thomas Robertson, CFP. Services include but are not limited to the following:. Comprehensive Written Financial Plans and Strategies. Insurance needs in Life, Disability and Employer Sponsored Group Benefits. Investment Planning and Review. Financial planning services include:. Review, recommendation, and implementation of specific investment products. Review, recommendations and/or implementation of specific insurance products. Comprehensive ongoing financial management. I do not pay referral rates.

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The Office | Robertson Advisory Inc

http://robertsonadvisory.com/our-office

L Thomas Robertson, CFP. Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA. Financial planning offered through Robertson Advisory Inc. A registered investment advisor and separate entity. Like Us on Facebook. Like Us on Facebook. Blog at WordPress.com.

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FAQ | Robertson Advisory Inc

http://robertsonadvisory.com/faq

L Thomas Robertson, CFP. What does the CFP. Anyone can call himself or herself a financial planner, but only those who have fulfilled the certification and re-licensing requirements of the CFP Board can use its certification mark. The CFP mark identifies persons who are dedicated to a high level of professionalism. Board certification requirement important? What are the CFP. Examination. Candidates must pass a rigorous two-day, 10-hour CFP Certification Examination administered by the CFP Board that ...

5

Policies and Procedures | Robertson Advisory Inc

http://robertsonadvisory.com/policies-and-procedures

L Thomas Robertson, CFP. The Standard of Care clarifies the role of a fiduciary adviser subject to the Investment Advisers Act of 1940 and when providing material elements of financial planning services under CFP Board’s revised Standard of Professional Conduct. It serves as a plain language description of a fiduciary role in a financial planning engagement. The Standard of Care. All financial planning services will be delivered in accordance with the following standard of care:. Do not mislead clients.

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Exposed: a body of art | KREWE NOUVEAU

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REVELS WITH A CAUSE. Exposed: a body of art. Membership Mixer Happy Hour. Exposed: A Body of Art. Membership Mixer Happy Hour. La Fete 2007 2013. Museum of Art DeLand. Exposed: a body of art. Click the image to see our event video. Cine-photography by Edson Pacheco. Exposed: a Body of Art. Saturday February 25, 2017. 8 – 11pm. Artisan Alley Garage 113 W Georgia Ave. If you are interested in submitting work for the event. Please download the Call to Artist form here. At both Museum locations. Elegant pass...

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