Robert Burch, financial advisor Warr Acres OK

Robert Burch

CRD Number: 2979365
Current Firm: Mcguire Capital Management, LLC

Robert Burch (CRD# 2979365) is an Investment Advisor Representative working at Mcguire Capital Management, LLC in Warr Acres, OK and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Mcguire Capital Management, LLC Oklahoma City, OK Oct 2018 - Current 5
Mcguire And Burch Insurance Group, LLC Warr Acres, OK May 2016 - Current 7
Burch Financial Group Oklahoma City, OK Nov 2013 - Current 10
Principal Life Ins Co Warr Acres, OK Oct 2013 - Current 10
Principal Securities, Inc. Warr Acres, OK May 2015 - Oct 2018 3
Principal Securities, Inc. Warr Acres, OK Oct 2013 - Oct 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
Disclosure Information

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
Contact Info for Robert S. Burch
Phone Number: 405-760-5863
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    1,010
    ACCOUNTS
  • Average Account Value
    $59,300
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OK, TX

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