RB
RB

Robert Burghart

26 Years of Experience
Scottsdale, AZ
Broker

Robert Burghart is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

8501 N. Scottsdale Road, Suite 250, Scottsdale, AZ, 85253

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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 Activities

Robert is an independent contractor as a non-public arbitrator for FINRA's dispute resolution process since 2016, dedicating a few hours per week. He also owns RWB Rentals LLC and manages three rental properties in the Phoenix metro area, spending a few hours per week on this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2015 - Present · 10 yrs 7 mos
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2005 - October 2015 · 10 yrs
Wells Fargo Advisors, LLCBroker
October 2005 - October 2015 · 10 yrs
RBC Dain Rauscher INC.Broker
August 2004 - November 2005 · 1 yr 3 mos
RBC Dain Rauscher INC.
August 2004 - November 2005 · 1 yr 3 mos
Wachovia Securities, LLC
July 2004 - August 2004 · 1 mo
Wachovia Securities, LLCBroker
July 2003 - August 2004 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
January 2000 - July 2003 · 3 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Burghart - Financial Advisor | TrueAdvisor