Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Chrisman Robertson is a financial advisor with over 20 years of experience in the industry. John is currently registered with Grove Point Advisors, LLC in Maryland. John is also registered in Virginia. John holds the Series 6, 7, 63, and 66 securities licenses. John provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. John has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. John has been a member of Safe Money Concepts LLC and Securities Service Network, LLC in the past.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
02/04/2022 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
10/19/2011 - 07/24/2020
SECURITIES SERVICE NETWORK, LLC (GAITHERSBURG MD)
MD
03/12/2007 - 10/25/2011
NATIONAL PLANNING CORPORATION (GAITHERSBURG MD)
DC
03/23/1998 - 05/31/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (WASHINGTON DC)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Robertson is the right advisor for you? Invested Better is here to help.
