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Pat Robertson

CEO- Founder at Mint Private Client Group pllc.
Intro Book
Seasoned financial expert with over 40 years of experience in advisory services, financial planning, and business development.
  • Claim this Profile
Location
Spring, Texas, United States, US
Skills
  • Advisory Services
  • Advisory
  • Business Development
  • Services
  • Securities
  • Show all
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Bio

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Pat Robertson is a seasoned financial expert with over 40 years of experience in the industry, offering advisory services, financial planning, and business development expertise. He has held various roles, including CEO-Founder, Financial Consultant, and Registered Representative, and has worked with several prominent financial institutions. Robertson holds a Bachelor of Business Administration degree from Georgia Southern University and has completed a graduate program in Religion/Religious Studies. He is currently based in Spring, Texas, and has a strong background in securities, advisory services, and financial planning.

Experience

  • Mint Private Client Group pllc.
    • Houston/Spring/Magnolia
    • CEO- Founder
      • Jan 2018 - Present
      • Houston/Spring/Magnolia
  • Dixon & Company
    • Spring Tx
    • Financial Consultant
      • Aug 2010 - Dec 2019
      • Spring Tx

      Securities and Advisory Services offered through SagePoint Financial, Inc., Member FINRA/SIPC. Insurance services offered through Dixon & Company, which is not affiliated with SagePoint Financial, Inc.

  • LPL Finanical
    • Woodlands Texas
    • Financial Consultant
      • Jul 2006 - Aug 2010
      • Woodlands Texas

      Private Client Services

  • Raymond James Financial Inc.
    • Woodlands Texas
    • Financial Consultant
      • Jul 2000 - Jun 2006
      • Woodlands Texas

      Started Financial Services Company along side a Community Bank

  • New England Financial
    • Houston, Texas Area
    • Sales Manager
      • Jul 1988 - Dec 1998
      • Houston, Texas Area

      Recruiting Training Development

  • New England Financial
    • Savannah, Georgia Area
    • Registered Representative
      • Jun 1978 - Jul 1987
      • Savannah, Georgia Area

      Life Member Million Dollar Round Table

Education

  • 1978 - 1982
    Georgia Southern University
  • 1975 - 1978
    Benedictine Military School
  • 1968 - 1974
    Blessed Sacrament

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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