Frederick
Mecklenburg
Robertson Investment Management
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About this Advisor
Frederick Mecklenburg is a financial advisor based in Houston, Texas, working with Robertson Investment Management. Frederick has previously held positions at First Allied Securities, Inc, Robertson Wealth Management, LLC, First Allied Advisory Services, Inc, Securities America, Inc, and Osaic Wealth, Inc. Frederick has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Frederick 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 high-net-worth clients and offers services including 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
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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
Frederick Mecklenburg Work History
Osaic Wealth, Inc
Securities America, Inc
Robertson Wealth Management, LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Frederick Mecklenburg 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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