Walter Robertson

from Brockenbrough
SEC regulated
Regulated Investment Advisor
Walter Robertson is a financial advisor based in Virginia, Richmond, with 20 years of experience. Walter currently works for Brockenbrough. Walter maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Walter Robertson works at Brockenbrough
Brockenbrough is a financial advisory firm based in Richmond, Virginia. It currently has approximately $3,389,783,884 of assets under management and employs about 30 people. Brockenbrough uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
1802 Bayberry Ct., Suite 400, Richmond, Virginia, 23226

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