Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burnham is a financial advisor with over 27 years of experience in the financial services industry. Robert currently works with Cambridge Investment Research Advisors, Inc. and is registered to offer advisory services in 14 states. Robert has worked with other firms including FSC Securities Corporation, Lincoln Investment, Capital Analysts, Incorporated, The Concord Equity Group, LLC, Josephthal & Co., Inc., Guardian Investor Services Corporation, EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States and Alliance Fund Distributors, Inc. Robert has passed several exams including the Series 6, Series 7, Series 63, Series 65 and the SIE.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Radnor PA)
PA
02/19/2015 - 10/11/2019
FSC SECURITIES CORPORATION (RADNOR PA)
PA
06/01/2012 - 02/24/2015
LINCOLN INVESTMENT (WAYNE PA)
PA
07/24/2003 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WAYNE PA)
NJ
03/23/2001 - 07/14/2003
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
02/16/2000 - 10/20/2000
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
07/29/1997 - 02/08/2000
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/23/1995 - 05/01/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/23/1995 - 05/01/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
TN
07/30/1993 - 02/24/1995
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
BC
Issued 10/30/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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