Robert Burkhart, financial advisor Tampa FL
93 score

Robert Burkhart

CRD Number: 6244690
Current Firm: Captrust

Robert Burkhart (CRD# 6244690) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 4 years of experience in the finance industry. Robert Burkhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Matthew Bacchiochi, financial advisor Tampa FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Tampa FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Tampa FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Captrust Financial Advisors Raleigh, NC May 2017 - Current 1
Wells Fargo Advisors Financial Network, LLC Tampa, FL Jan 2014 - Jun 2017 3
Stable Waters Financial Athens, GA Sep 2013 - Dec 2013 < 1
University Of Georgia Athens, GA Aug 2012 - Dec 2013 1
Athens Country Club Athens, GA Jul 2011 - Apr 2013 1
Unemployed Athens, GA Oct 2010 - Jun 2011 < 1
Gwinnett Braves Baseball Club Lawrencevile, GA Feb 2010 - Sep 2010 < 1
Unemployed Athens, GA Oct 2009 - Feb 2010 < 1
Gwinnett Braves Baseball Club Lawrencevile, GA Mar 2009 - Sep 2009 < 1
Unemployed Athens, GA Jan 2009 - Feb 2009 < 1
University Of Georgia Athens, GA Apr 2008 - Dec 2008 < 1
University Of Georgia Athens, GA Jan 2004 - Dec 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Robert C. Burkhart
Phone Number: 919-870-6822
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    213,461
    MILLIONS
  • Total Number of Accounts
    4,956
    ACCOUNTS
  • Average Account Value
    $43,071,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Robert Burkhart and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.