Robertson Investment Advisory, LLC

Robertson Investment Advisory, LLC (CRD# 164337) is a financial advisory firm headquartered in , . They manage $5,110,611 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Robertson Investment Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Larry Robertson, financial advisor Carmel IN
Larry A. Robertson
CRD#: 5747145
Carmel, IN

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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