LPL Registered Principal, Wealth Strategist
- Over 35 years of experience
- Licensed in 10 states
- Professional Registrations: Series 6, 7, 24, 63, 65 and Securities Industry Essentials held by LPL Financial and Colonial River Investments
- Holds Life, Health, and Variable Annuity licenses with the state of Virginia
- Office of Supervisory Jurisdiction (OSJ) delegate for Colonial River Investments, LLC
About John Robertson
John earned his bachelor’s degree in Business Administration from Christopher Newport University in 1983. Over his more than 35 years in the financial industry, John has always given comprehensive, straightforward advice for clients with long-term goals such as retirement or education and has gravitated to positions where he could work with and serve clients the best. He understands the impact successful financial management can have for his clients, today and into the future.
Additionally, he has developed a specialty in helping his clients understand Medicare and Medicare Supplemental Plans. Helping clients with this transition and identifying solutions that will work for them, including ways to reduce healthcare costs and strategic plans for addressing out of pocket costs, are key.
John serves as an Office of Supervisory Jurisdiction (OSJ) delegate for Colonial River Investments, LLC, assisting with compliance oversight. His professional registrations held with LPL Financial include the Series 6, 7, and 24, General Securities Representative Registrations, the Series 63 Uniform Securities Agent, as well as the Series 65. John also holds his Life, Health, and Variable Annuity licenses with the state of Virginia.
John and his wife Nancy met while training in the industry more than 35 years ago. The couple have two adult children and two grandchildren together. When he is not with his wife and family, John can be found golfing or taking part in other sports, or walking behind the lawn mower, one of his favorite places to think.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Colonial River Investments, LLC. a registered investment advisor. Colonial River Investments and Colonial River Wealth Management are separate entities from LPL Financial.
John Robertson is based at our Newport News office. 2110 William Styron Square S, Newport News, VA 23606