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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burleson is an investment advisor representative with over 23 years of experience in the financial services industry. Robert is registered with Keel Point, LLC in both North Carolina and Texas. Before joining Keel Point, LLC, Robert worked for Cambridge Investment Research, Inc. and Wells Fargo Advisors, LLC in North Carolina. Robert holds the Series 6, 7, 26, 63 and 65 securities licenses, and has a strong commitment to providing clients with personalized financial advice. Robert is a well-rounded advisor with expertise in portfolio management, financial planning, and consulting. He specializes in working with high-net-worth individuals, corporations, and charitable organizations. Robert is committed to building long-term relationships with clients and helping them achieve their financial goals.
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.
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 service to third-party ria
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
10/17/2018 - Present
Keel Point, LLC (Greenville NC)
NC
05/31/2013 - 10/17/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREENVILLE NC)
NC
03/18/2009 - 06/04/2013
WELLS FARGO ADVISORS, LLC (GREENVILLE NC)
NC
11/04/1997 - 02/23/2009
AIG RETIREMENT ADVISORS, INC. (DURHAM NC)
TX
02/08/1995 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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