IAN THOMAS ROBERTSON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with CAPITAL MANAGEMENT SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL MANAGEMENT SERVICES, INC. | 2015-10-16 | present | Yes |
| LYONS WEALTH MANAGEMENT, LLC | 2013-10-24 | 2015-05-26 | — |
| FORTITUDE ADVISORY GROUP L.L.C. | 2010-10-04 | 2013-10-28 | — |
| ASSETMARK, INC. | 2004-10-18 | 2009-01-21 | — |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | 2003-09-29 | 2004-11-05 | — |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | 2002-08-27 | 2003-09-17 | — |