Nancy Robertson is a registered investment advisor, based in Pleasanton, CA, with 33 years of industry experience.
Location
6600 Koll Center Parkway, Suite 120, Pleasanton, CA, 94566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nancy is an insurance agent with Protected Investors of America since 1993, dedicating minimal time monthly. She is also an advisory representative of a RIA (CIRA) since 2016, spending full-time hours weekly and is doing business as (DBA) marketing for Protected Investors of America since 2024.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Protected Investors of America
Protected Investors of AmericaBroker
State Registrations27 states
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