Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Trujillo is a financial advisor with Burnham Gibson Wealth Advisors, LLC, a firm based in Tampa, Florida. Robert has been in the financial industry since 2012 and holds the Series 6, 7, 24, 63, and 65 licenses. Robert has worked with a number of firms over the years, including J.P. Morgan Securities LLC and LPL Financial LLC. Robert is a registered investment advisor in the state of California. Robert is also registered as a representative in the state of California.
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.
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.
Value of plan assets
1
2
FL
08/15/2022 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
CA
08/26/2014 - 05/19/2015
J.P. MORGAN SECURITIES LLC (TARZANA CA)
CA
09/09/2013 - 07/22/2014
LPL FINANCIAL LLC (CHATSWORTH CA)
CA
10/01/2012 - 09/30/2013
J.P. MORGAN SECURITIES LLC (ENCINO CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ENCINO CA)
IA
Issued 08/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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