Robert Burnham, financial advisor Grand Rapids MI
63 score

Robert Burnham

CRD Number: 4441528
Current Firm: Burnham & Dells Advisors

Robert Burnham (CRD# 4441528) is an Investment Advisor Representative working at Burnham & Dells Advisors in Grand Rapids, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Rwb Capital Management LLC Grand Rapids, MI Aug 2001 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Civil Judgement
Get Details on the FINRA Advisor Check site
Contact Info for Robert W. Burnham
Phone Number: 616-940-9124
Registered State(s):
  • ME
  • MI
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $794,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, ME, MI, NY

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BADGES
63

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