Robert Warren Robertson

Current Employers

Employment History

• 07/1993 → Present
  The Financial Center
  Westminster, MD
• 10/2007 → 06/2019
  H.D. Vest Investment Services
  Westminster, MD
• 01/2008 → 06/2019
  H.D Vest Advisory Services
  Irving, TX
• 10/2007 → 06/2019
  Hd Vest Insurance Agency
  Irving, TX
• 06/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-01-03 → 2019-06-14
  Avantax Advisory Services
  Westminster, MD
• 2008-01-16 → 2016-12-31
  Avantax Advisory Services
  Irving, TX
• 2002-01-09 → 2007-10-18
  G. A. Repple & Company
  Westminster, MD
  Zephyrhills, FL
  Westminster, MD

Other Businesses

1. THE FINANCIAL CENTER, 15 E MAIN ST, WESTMINSTER, MD, 02/1991. OWNER, PREPARE TAX RETURNS. INV REL-200/YR-150/TRADING. 2. PASCO COUNTY GOVERNMENT, 14236 6TH ST. STE 200, DADE CITY, FL, 08/2018. POLL WORKER, HANDING OUT BALLOTS. NIR 20/YR-10/TRADING. 3. THE FINANCIAL CENTER, 15 E. MAIN ST., WESTMINSTER, MD, 06/2019. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 25/YR-15/TRADING. 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-0/TRADING. SEE EMPLOYMENT FOR START DATE. 5. CHRISTIAN FELLOWSHIP AT SEA, 5714 Wynstone Lane, Zephyrhills FL 33541, United States, 08/29/2025, Founder, Volunteer, NIR, 15 HR/MO - 5 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-17
• S63 Uniform Securities Agent State Law Examination
  1986-04-02

Designations

Other Names

• Bob Robertson
• Bob Warren Robertson