Charles RobertsonCRD Number: 705261
Current Firm: Dreher Investment Services, Inc.
Charles Robertson (CRD# 705261) is an Investment Advisor Representative working at Dreher Investment Services, Inc. in San Angelo, TX and has over 34 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Raymond James Financial Services Advisors, Inc.
|Dreher Company, Inc.||San Angelo, TX||Oct 1994 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
Total Assets Under Management186MILLIONS
Total Number of Accounts252ACCOUNTS
Average Account Value$738,558
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients