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Robert W. Robertson, CFP tm, is a registered representative registered to transact business with clients in Maryland, Florida, Virginia, Pennsylvania,North Carolina,  and Montana. He is advisory licensed in the following states, Maryland, Pennsylvania, Virginia, and North Carolina. He is also an insurance agent licensed in Maryland, Florida, and North Carolina. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and The Financial Center are not affiliated..

The Financial Center is not a registered broker/dealer or independent investment advisory firm.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

Cambridge’s Form CRS (Customer Relationship Summary)