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Adviser and broker representative · LPL Financial LLC

Louis T. Robertson Jr.

CRD 1787485 · Deland, FL

At a glance

Louis T. Robertson Jr. is an investment adviser representative with LPL Financial LLC in Deland, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Louis’s SEC record dates to 1993, about 33 years ago. Louis is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firms

  • LPL Financial LLCSince September 2013Deland, FL · $819B in regulatory assets
  • Robertson Advisory, Inc.Since January 1993Deland, FL · State-registered or not in the SEC’s list

SEC adviser record

Registered since
1993 (33 years)
Designations
Certified Financial Planner
Exams
Series 63
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Louis’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at LPL Financial LLC

Every advisor at LPL Financial LLC →LPL Financial LLC: assets, clients and custodians →LPL Financial news, moves and payouts →Financial advisors in Deland, FL →Advisor Moves: who changed firms this week →