David James Robertson is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2019-08-28 | present | Yes |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-03-21 | 2018-03-07 | — |