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David Robertson, RFC, CFS, AIF®, CRC®

David Robertson, RFC, CFS, AIF®, CRC®

President / Registered Representative

David Robertson, RFC, CFSAIF® entered the financial services industry over 30 years ago after nine years in middle management with a Fortune 500 company.

David is a Registered Financial Consultant (RFC).  This designation is awarded to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.  The International Association of Registered Financial Consultants is the only professional organization that requires all of its members to meet and document seven stringent requirements of education, experience, examination, integrity, licensing, ethics and a significant amount of continuing education. 

He earned his CFS (Certified Fund Specialist) in 1997 from the Institute of Business and Finance in La Jolla, California.  He attended the American College in Bryn Mawr, Pennsylvania for Estate Planning. 

David is also an Accredited Investment Fiduciary Designee.  Since October 2002, the Accredited Investment Fiduciary® (AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. David earned the Accredited Investment Fiduciary® professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility.

David has taught Financial Education classes in 10 school districts in southeast Michigan and has instructed at the Financial Services Institute in Michigan.  David is a member of The Financial Planning Association of Michigan and a former Vice-President of the Life Underwriters Association of Michigan.

David is a registered representative with Cambridge Investment Research, Inc. and an investment advisor associate of The Financial Center, LLC.  Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.  Advisory Services and Financial Planning are offered through The Financial Center, LLC, a registered investment advisor.

David is licensed and registered with FINRA to sell Securities in the following states:

Florida Illinois Indiana Iowa Maryland Massachusetts Michigan Nebraska New York North Carolina Ohio Texas Virginia