Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard Robertson is a financial advisor with LPL Financial LLC, a registered investment advisor. Willard is registered as a broker and an investment advisor representative in Florida and has a Series 7, Series 66, and SIE license. Willard has been in the financial services industry since 2018 and has worked for several companies, including Robertson Law Firm and Robertson Aviation, Inc. In addition to his role as a financial advisor, Willard is also an attorney and a business owner. Willard's areas of expertise include financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
05/01/2021 - Present
LPL Financial LLC (BOCA RATON FL)
BOTH
Issued 04/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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