Russell G. Robertson,  CFP<sup>&reg;</sup> - Financial Advisor

Russell G. Robertson, CFP®

ChFC®, CASL®

IA Representative

Wealthcrest Financial Services, LLC

7880 Backlick Rd, Ste 1
Springfield, VA 22150
(703) 372-1715

General

Russell Robertson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthcrest Financial Services, LLC in Springfield, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Government & Military, Mutual Funds, Insurance, Retirement, Stocks & Bonds

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