Robert Burrow, financial advisor San Diego CA

Robert Burrow

CRD Number: 1229331
Current Firm: Lpl Financial LLC

Robert Burrow (CRD# 1229331) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 19 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC San Diego, CA Nov 2017 - Current 6
Retired Tampa, FL Feb 2016 - Nov 2017 1
Stifel Nicolaus & Co Inc. St. Louis, MO Jun 2015 - Feb 2016 < 1
Unemployed San Antonio, TX Feb 2015 - May 2015 < 1
Investment Professionals Inc. San Antonio, TX Nov 2014 - Jan 2015 < 1
Usaa Financial Advisors Inc. San Antonio, TX Sep 2013 - Oct 2014 1
Usaa Investment Management Company San Antonio, TX Apr 2012 - Oct 2014 2
Usaa San Antonio, TX Apr 2012 - Oct 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Robert Burrow
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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