Robert Burns
Robert Burns is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Southlake, TX, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
601 State St, Southlake, TX, 76092
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Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Robert co-owns RJJHB Holdings LLC with his wife, which is their family ranch used for land investment, cattle, hunting, and fishing. He spends a few hours per week helping take care of the ranch.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc One Securities CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations15 states
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.