Robert Burns
Robert Burns is a ChFC-designated registered investment advisor at Robert G Burns LLC, based in Blue Springs, MO, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 1 clients with $170K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Associated Services in Insurance negotiates fees on a case-by-case basis, which may range from zero to a flat fee or a percentage of the value of your portfolio. Fees are agreed upon in writing beforehand, billed quarterly, and fully refunded if you are unsatisfied with the presented product. Any fees charged by third-party platform managers are collected directly as described in their separate service agreements.
Location
Blue Springs, MO
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Robert owns Associated Services in Insurance Inc. since 1992, where he sells various insurance products, dedicating minimal time to it. He also owns Phoenix Equipment Leasing Inc., Phoenix Brokerage Svcs Inc., and Phoenix Truck Lines Inc.
Employment History
Current Registrations
Robert G Burns LLC
Previous Registrations
Associated Services in Insurance,inc
Financial Telesis, INC.
Fsc Securities Corporation
Advantage Capital Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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