Robert Burnette (CRD# 1430593) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Dublin, OH and has over 19 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Outlook Financial Center, LLC | Piqua, OH | Nov 2016 - Current | 7 |
| Wellness Investment Advisers LLC | Piqua, OH | Jan 2016 - Current | 8 |
| Wellness Investment Advisers LLC | Piqua, OH | Jun 2015 - Current | 8 |
| Assurance Tax And Business Services | Lewis Center, OH | Nov 2008 - Current | 15 |
| Wellness Financial Consulting | Lewis Center, OH | Nov 2002 - Current | 21 |
| Ohio Financial Center | Fletcher, OH | Dec 2014 - Dec 2016 | 2 |
| Omni Financial Securities, Inc. | Columbus, OH | Jun 2012 - Dec 2015 | 3 |
| Sws Advisors, Inc. | Columbus, OH | May 2012 - Dec 2015 | 3 |
| Legal Shield | Lewis Center, OH | Jun 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- OH
- TX
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$143,494
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH, TX
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