John
Robertson

John earned his bachelor’s degree in Business Administration from Christopher Newport University in 1983. Over his more than 40 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. His impartial guidance assists clients with this transition and identifies solutions that will work for them.

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 together in the industry. The couple have two adult children and three grandchildren together. John is also also a golf and sports enthusiast. 

Professional Credibility

• Over 40 years of experience
• Licensed in 11 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, North
  Carolina, Maryland and Georgia
• Office of Supervisory Jurisdiction (OSJ) delegate for Colonial River Investments,
  LLC   

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