Robert Burgett (CRD# 5122232) is an Investment Advisor Representative working at Prudential Financial Planning Services in West Chester, OH and has over 17 years of experience in the finance industry.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | West Chester, OH | Aug 2018 - Current | 5 |
| Pruco Securities, LLC | West Chester, OH | Jul 2018 - Current | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2016 - Jul 2018 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2016 - Jul 2018 | 2 |
| Perspective Financial Group, LLC | West Chester, OH | Jan 2012 - Jul 2018 | 6 |
| Fsc Securities Corporation | West Chester, OH | Apr 2012 - Dec 2015 | 3 |
| Fsc Securities Corporation | Liberty Township, OH | Mar 2012 - Dec 2015 | 3 |
| The Best Insurance Recruiting Specialists | Phoenix, AZ | Jan 2015 - Jun 2015 | < 1 |
| The Best Insurance Recruiting Specialists | Phoenix, AZ | Jul 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- OH
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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