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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robertson is a registered investment advisor with Colonial River Wealth Management LLC, based in Midlothian, VA. John has been in the financial industry since 1983. John holds licenses to practice as a Registered Representative with the Financial Industry Regulatory Authority (FINRA). John is a Series 63, 65, and 7 license holder and is also licensed in Alabama, California, Florida, New York, North Carolina, South Carolina, Texas, Utah, Virginia, and Washington. In addition to serving as an investment advisor, John also provides financial planning, portfolio management, and selection of other advisors.
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.
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.
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VA
10/28/2016 - Present
Colonial River Wealth Management LLC (MIDLOTHIAN VA)
VA
07/07/2008 - 11/15/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)
VA
10/12/1983 - 07/08/2008
FIRST INVESTORS CORPORATION (HAMPTON VA)
IA
Issued 11/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/04/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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