# WILLIAM DALE ROBERTSON

WILLIAM DALE ROBERTSON is an investment adviser representative (IAR) with state registration records since 1999, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2019-06-18 | present | Yes |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2011-06-03 | 2019-06-17 | — |
| [IMBB INVESTMENT ADVISORS](https://search.stillhousedata.com/firm/122301) | 2008-02-22 | 2011-06-30 | — |
| [IMBB INVESTMENT ADVISORS](https://search.stillhousedata.com/firm/122301) | 1999-07-26 | 2007-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2992031)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2992031.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.