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 is an investment advisor representative with McGuire Capital Advisors, Inc. Robert is a registered investment advisor in Oklahoma and has been in the industry for over 20 years. Previously, Robert has held positions at Principal Securities, Inc., MWA Financial Services Inc., SWS Financial Services, Southwest Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Robert has also been licensed as an insurance producer in Oklahoma since 1998 and is authorized to sell Accident & Health or Sickness insurance policies; variable life insurance and variable annuity contracts; Life insurance policies. Robert offers insurance through McGuire Retirement Solutions, LLC since 2023.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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OK
01/01/2025 - Present
McGuire Capital Advisors, Inc. (Warr Acres OK)
OK
10/22/2013 - 10/17/2018
PRINCIPAL SECURITIES, INC. (WARR ACRES OK)
OK
04/06/2011 - 10/23/2013
MWA FINANCIAL SERVICES INC. (OKLAHOMA CITY OK)
OK
10/03/2008 - 04/24/2009
SWS FINANCIAL SERVICES (OKLAHOMA CITY OK)
OK
07/08/2008 - 09/24/2008
SOUTHWEST SECURITIES, INC. (OKLAHOMA CITY OK)
TX
07/07/2008 - 07/24/2008
SWS FINANCIAL SERVICES (DALLAS TX)
OK
03/05/2004 - 07/07/2008
SOUTHWEST SECURITIES, INC. (OKLAHOMA CITY OK)
NY
06/05/1998 - 03/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
03/13/1998 - 04/21/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/13/1998 - 04/21/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 06/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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