Robert Burns
Robert Burns is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenwood Village, CO, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5350 South Roslyn Street, Ste 370, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2023Customer Dispute
April 2023Customer Dispute
August 2019Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Robert sells fixed and traditional insurance as an agent since 2002, dedicating about a quarter of his time to this activity. He also uses Fourest, LLC as a DBA name and is the President/Owner of Madison Group LLC, where he presents insurance options, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
Charles Schwab & CO., INC.Broker
American Century Investment Services INC.Broker
State Registrations23 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.