Louis Robertson
Louis Robertson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Deland, FL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
505 E New York Ave Suite 9, Robertson Advisory Inc., Deland, FL, 32724
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Regulatory History (1)
Regulatory
August 2015Other Business ActivitiesSells Insurance
Louis procures permanent life insurance for clients on a fee basis through Low Load Insurance Services, dedicating minimal time. He also provides financial plans and advisory services through Robertson Advisory Inc., spending about 10-20% of his time, and sells fixed insurance products (life, health, and annuities) through the same company, taking about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Robertson Advisory, INC.
Previous Registrations
Mutual Service CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.