Chase
Robertson
Robertson Investment Management
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About this Advisor
Chase Robertson is a financial advisor based in Houston, Texas, working with Robertson Investment Management. Chase has previously held positions at Industry Capital Advisors, LLC, First Allied Securities, Inc, Robertson Wealth Management, LLC, Osaic Wealth, Inc, and Securities America, Inc. Chase has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Louisiana, New York, and Texas. Currently, Chase is part of Robertson Investment Management, which operates out of Houston, Texas. The firm has 16 employees and manages assets totaling $434.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Robertson Investment Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Robertson Investment Management Brokerage Details
$434,418,252
16
1,971
$220,405
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Chase Robertson Work History
Osaic Wealth, Inc
Securities America, Inc
Robertson Wealth Management, LLC
First Allied Securities, Inc
Industry Capital Advisors, LLC
Industry Capital Advisors, LLC
Disclosures
Please visit the SEC profile of Chase Robertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robertson Investment Management
Houston, TX
Oceanside, CA
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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