Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burch has been a financial advisor for over 25 years. He joined LPL Financial LLC in 2024 and has also been affiliated with American Funds Distributors, Inc. and BANC ONE SECURITIES CORPORATION. Robert is licensed to provide investment advice in Indiana. Robert is dedicated to helping individuals and families reach their financial goals. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Robert is committed to providing personalized service and helping clients understand their investment options.
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
IN
01/12/2024 - Present
LPL Financial LLC (CARMEL IN)
IN
03/19/2002 - 06/16/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
IL
02/19/1998 - 01/14/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 06/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Burch is the right advisor for you? Invested Better is here to help.
