ALLAN ROBERT ROBERTSON is currently employed as a Broker and/or Investment Adviser at CAMBRIDGE INVESTMENT RESEARCH, INC. located at 1500 Sycamore Rd., STe 350, Montoursville, PA, 17754.
ALLAN ROBERT ROBERTSON has worked at CAMBRIDGE INVESTMENT RESEARCH, INC. since October 20, 2016
Disclosure History
ALLAN ROBERT ROBERTSON has 1 Disclosure Event(s).
Date: December 19, 2007 Category: Customer Dispute Allegations: CLIENT'S REPRESENTATIVE ALLEGES THAT THERE WAS NO NEED TO PLACE THE FUNDS THE CLIENT RECEIVED AS A BENEFICIARY OF HIS DECEASED FATHER'S IRA INTO A TAX DEFERRED ANNUITY AS THE FUNDS WERE ALREADY CONSIDERED TO BE TAX DEFERRED SINCE THEY WERE IN AN IRA ACCOUNT. DECEMBER 2005. DAMAGES UNSPECIFIED. Settlement Amount: $13,105.00
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