Broker Check
Doug Robertson, CRPC®

Doug Robertson, CRPC®

Financial Advisor l CUSO Financial Services, L.P.

Doug Robertson started his career at Truliant Federal Credit Union in 2007. After obtaining securities registrations, he joined Truliant Financial Advisors in 2009. Since then, he has used his knowledge of both credit union and investment services to help Truliant’s member-owners meet their personal financial objectives.

Focus Areas
As a CFS financial advisor, Doug provides credit union members with professional planning assistance, suitable financial products and dependable service. Doug takes the time to understand the needs and objectives of credit union members. He is able to offer comprehensive solutions that address a variety of needs, including long-term investing, investment management, retirement and income planning, life insurance, and long-term care options.

Education and Experience
Doug graduated from Guilford College with degrees in history and secondary education. He has the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. Doug is registered to sell securities and is a licensed insurance representative with life/health, variable/fixed contract and long-term care/Medicare Supplement certifications.