Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Robertson is a financial advisor with LRB Public Finance Advisors, Inc., a firm specializing in public finance. David has been in the financial industry since November 2004 and is registered in eleven states, including Arizona, California, Colorado, Hawaii, Idaho, Nevada, Oregon, Utah, Virginia, Washington, and Wyoming. David holds the Series 7, Series 50, and Series 63 licenses, as well as the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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UT
11/08/2004 - Present
LRB Public Finance Advisors, Inc. (SALT LAKE CITY UT)
BC
Issued 03/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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