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Allan Robertson
26 Years of Experience
Williamsport, PA
1 DisclosureBrokerSells Insurance
Allan Robertson is a registered investment advisor, based in Williamsport, PA, with 26 years of industry experience.
Location
101 W 3rd St., Williamsport, PA, 17701
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Regulatory History (1)
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Customer Dispute
December 2007Settled
Other Business ActivitiesSells Insurance
Allan is an advisory representative of an RIA, spending about half his time on this activity. He also owns Clear View Advisors LLC, an insurance DBA, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2016 - Present · 9 yrs 7 mos
Cambridge Investment Research Advisors, INC.
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2007 - October 2016 · 9 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
October 2006 - October 2016 · 10 yrs
Citigroup Global Markets INC.Broker
March 2000 - October 2006 · 6 yrs 7 mos
State Registrations21 states
AZCACODEFLINKYMAMDMSNCNHNVNYOHPASCTXUTVAWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.