Chase Robertson is a registered investment advisor, based in Houston, TX, with 9 years of industry experience.
Location
5120 Woodway, Suite 9029, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chase is a Managing Partner at Robertson Wealth Mgmt, LLC, dedicating nearly full-time hours to managing money as an investment advisor. He also serves as a trustee or executor for several family trusts and estates, and is involved with other businesses including an oil/gas engineering firm and mineral/coal asset acquisition.
Employment History
Current Registrations
Network 1 Financial Securities INC.Broker
Robertson Investment Management
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
State Registrations33 states
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