John Robertson, financial advisor Midlothian VA

John Robertson

CRD Number: 1200536
Current Firm: Colonial River Wealth Management LLC

John Robertson (CRD# 1200536) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 40 years of experience in the finance industry.

Similar Advisors
Christopher Abbott, financial advisor Midlothian VA
Christopher S. Abbott
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Harvey Abbott, financial advisor Midlothian VA
Harvey W. Abbott
CRD# 864358
Frontier Financial Partners, LLC
Similar Advisors
Stephen Abbott, financial advisor Midlothian VA
Stephen T. Abbott
CRD# 6404324
Davenport & Company LLC
Company Name Location Dates Years
Lpl Financial, LLC Newport News, VA Oct 2016 - Current 7
Colonial River Investments, LLC Newport News, VA Oct 2016 - Current 7
Lincoln Financial Advisors Virginia Beach, VA Jul 2008 - Oct 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for John D. Robertson
Phone Number: (804) 335-1200
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    275
    MILLIONS
  • Total Number of Accounts
    1,415
    ACCOUNTS
  • Average Account Value
    $194,063
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, FL, GA, LA, MD, NC, NE, NH, NJ, NY, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from John Robertson and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.