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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Alastair Robertson is an Investment Advisor Representative associated with CG Advisory Services, an investment advisor registered with the state of Virginia. Thomas has worked in the financial industry since 1987 and has held a variety of roles. Thomas has held Series 6, Series 63, and Series 65 licenses. Thomas has experience in various areas of financial planning and investment management, including insurance sales, portfolio management for individuals, and pension consulting. Thomas provides financial planning services to a wide range of clients including individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/24/2021 - Present
CG Advisory Services (WILLIAMSTON MI)
VA
04/30/1998 - 02/24/2021
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
TX
04/06/1987 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 03/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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