Larry Robertson, financial advisor Carmel IN

Larry Robertson

CRD Number: 5747145
Current Firm: Robertson Investment Advisory, LLC

Larry Robertson (CRD# 5747145) is an Investment Advisor Representative working at Robertson Investment Advisory, LLC in Carmel, IN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Robertson Investment Advisory, LLC Indianapolis, IN Jun 2012 - Current 11
Sole Proprietor Indianapolis, IN Jun 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Larry A. Robertson
Phone Number: 317-603-9533
Registered State(s):
  • IN
Current Firm Details
Robertson Investment Advisory, LLC
Firm's CRD Number: 164337
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $222,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IN

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