Robert Burnham (CRD# 4441528) is an Investment Advisor Representative working at Burnham & Company LLC in Grand Rapids, MI and has over 13 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burnham & Company LLC | Grand Rapids, MI | Jun 2022 - Current | 1 |
| Rwb Capital Management LLC | Grand Rapids, MI | Aug 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
- MI
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Total Assets Under Management102MILLIONS
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Total Number of Accounts214ACCOUNTS
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Average Account Value$478,094
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
ME, MI
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