Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dean Burchett is a financial professional with over 50 years of experience in the industry. Robert is currently registered with LPL Financial LLC in Orange, CA. Robert has previously worked at CROWN CAPITAL SECURITIES, L.P., WALT BECKER & ASSOCIATES, INC., and TMI EQUITIES, INC. Robert has a wide range of experience and holds several licenses and certifications, including Series 63, Series 24, Series 27, F04, Series 00, Series 99TO, Series 7TO, and SIE. Robert specializes in various investment products and services and is committed to providing comprehensive financial solutions to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/01/2024 - Present
LPL Financial LLC (ORANGE CA)
CA
09/20/1972 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
NA
02/09/1976 - 09/27/1976
WALT BECKER & ASSOCIATES, INC.
NA
03/16/1971 - 10/29/1972
TMI EQUITIES, INC.
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/06/1975
F04 - Financial Principal Examination
BC
Issued 03/08/1971
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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