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RB

Robert A. Burch

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CRD#: 1045257
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Alan Burch SR., who also goes by Bob Burch, Robert A Burch, Robert A. Burch Sr., Robert Alan Burch, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Burch | Robert A Burch | Robert A. Burch Sr. | Robert Alan Burch

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 8, 1997 - July 18, 2019

KEARNEY-BURCH FINANCIAL SERVICES, INC.

RIA
CRD#: 135156
SAN RAMON, CA
Past

November 1, 1991 - May 22, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
SAN RAMON, CA
Past

May 17, 1983 - November 1, 1991

SIFE

BD
CRD#: 3355
WALNUT CREEK, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/23/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


KF
KEARNEY-BURCH FINANCIAL SERVICES, INC.
KEARNEY-BURCH FINANCIAL SERVICES, INC.

CRD#: 135156 / SEC#: 801-68895

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Contact information


Main Address
2440 Camino Ramon Suite 367, San Ramon, CA 94583-4383
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KEARNEY-BURCH FINANCIAL SERVICES, INC.

CRD#: 135156

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