Robert Burleson (CRD# 2581973) is an Investment Advisor Representative working at Keel Point, LLC in Greenville, NC and has over 29 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Keel Point | Vienna, VA | Oct 2018 - Current | 5 |
Cambridge Investment Research Inc. | Fairfield, IA | May 2013 - Current | 10 |
Cambridge Investment Research Advisors Inc. | Fairfield, IA | May 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1995 |
S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- NC
- TX
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Total Assets Under Management2,549MILLIONS
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Total Number of Accounts4,850ACCOUNTS
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Average Account Value$525,574
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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