Robin Burge, financial advisor Wheaton IL
81 score

Robin Burge

CRD Number: 5517187
Current Firm: First Trust Advisors LP

Robin Burge (CRD# 5517187) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios L.p.. Wheaton, IL Jul 2012 - Current 4
Lpl Financial Corporation Leawood, KS Nov 2010 - Jul 2012 1
Nrp Financial, Inc. Bryan, OH Oct 2010 - Jul 2012 1
Resources Investment Adviosrs Leawood, KS Dec 2009 - Jul 2012 2
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Compass Brokerage Inc. Mesa, AZ Apr 2008 - Jul 2009 1
Compass Bank Mesa, AZ Nov 2007 - Jul 2009 1
Washington Mutual Mesa, AZ Jul 2005 - Nov 2007 2
Washington Mutual Mesa, AZ Jul 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination May 2010
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Robin E. Burge
Phone Number: 630-765-8000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    104,224
    MILLIONS
  • Total Number of Accounts
    4,116
    ACCOUNTS
  • Average Account Value
    $25,321,679
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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