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ChFC

Robert Burns

Allstate Financial Advisors, LLC
39 Years of Experience
Falls Church, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Burns is a ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Falls Church, VA, with 39 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M in assets under management.

Allstate Financial Advisors, LLC
Compensation
N/A
Firm Size
325 advisors
Number of Clients
397 clients
Average Client Portfolio
$359K average
Assets Under Management
$142.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $5.0M1.00%
$5M+0.80%

Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6404 Seven Corners Pl Ste S, Falls Church, VA, 22044-2034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert works as a sales representative selling health and life insurance since 2015. This activity requires minimal time.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
April 2023 - Present · 3 yrs 6 mos
Allstate Financial Services, LLCBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Global Brokerage Services, INC.Broker
February 2014 - December 2014 · 10 mos
Global Brokerage Services, INC.Broker
March 2006 - December 2013 · 7 yrs 9 mos
Usallianz Securities, INC.Broker
October 1998 - March 2006 · 7 yrs 5 mos
1717 Capital Management CompanyBroker
July 1997 - October 1998 · 1 yr 3 mos
Guardian Investor Services CorporationBroker
May 1997 - July 1997 · 2 mos
Hornor, Townsend & Kent, INC.Broker
May 1996 - May 1997 · 1 yr
W. S. Griffith & CO., INC.Broker
January 1995 - May 1996 · 1 yr 4 mos
Mutual Service CorporationBroker
October 1994 - December 1994 · 2 mos
MML Investors Services, INC.Broker
November 1991 - August 1994 · 2 yrs 9 mos
Metlife Securities INC.Broker
June 1986 - September 1991 · 5 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
June 1986 - September 1991 · 5 yrs 3 mos
State Registrations6 states
DCGAMDNCVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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