Robert Burleson, financial advisor Greenville NC

Robert Burleson

CRD Number: 2581973
Current Firm: Keel Point, LLC

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.

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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
Contact Info for Robert G. Burleson
Phone Number: 256-704-5111
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    2,549
    MILLIONS
  • Total Number of Accounts
    4,850
    ACCOUNTS
  • Average Account Value
    $525,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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