Christopher RobertsonCRD Number: 6229246
Current Firm: Lincoln Financial Advisors Corporation
Christopher Robertson (CRD# 6229246) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Irvine, CA and has 1 year of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Lincoln Financial Advisors||Irvine, CA||Jul 2019 - Current||2|
|Cdg A Boeing Co||Long Beach, CA||Nov 2017 - Jun 2019||1|
|Education||Los Angeles, CA||Sep 2011 - Oct 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management30,687MILLIONS
Total Number of Accounts91,866ACCOUNTS
Average Account Value$334,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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