Chase Robertson (CRD# 5404845) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 7 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Houston, TX | Nov 2019 - Current | 4 |
Robertson Wealth Management, LLC | Houston, TX | Jan 2017 - Current | 7 |
First Allied Securities, Inc. | Houston, TX | Jan 2017 - Nov 2019 | 2 |
Industry Capital Advisors, LLC | San Francisco, CA | Feb 2015 - Nov 2016 | 1 |
Industry Capital Advisors, LLC | San Francisco, CA | Apr 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2017 |
S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- CA
- CO
- LA
- NY
- TX
-
Total Assets Under Management434MILLIONS
-
Total Number of Accounts1,971ACCOUNTS
-
Average Account Value$220,405
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, LA, NY, TX
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