Robert G. Burns

ROBERT G BURNS LLC

Blue Springs, MO

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CRD#: 1052283

Professional summary

Robert Glasgow Burns is a registered financial advisor currently at ROBERT G BURNS LLC located in Blue Springs, Missouri.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Robert has worked at 6 firms and has passed the Series 63, Series 7, Series 2, Series 22, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ASSOCIATED SERVICES IN INSURANCE INC. NOT INVESTMENT-RELATED. 1438 MINTER WAY, GRAIN VALLEY, MO. POSITION-OWNER., SINCE 1992. 30, 5, DUTIES-SELL VA, LI, HEALTH INS, P&C, & DI, BLUE CROSS, HUMANA, WEST COAST LIFE, INSURE.COM. PHOENIX EQUIPMENT LEASING INC. NOT INVESTMENT-RELATED. 16519 E TRUMAN RD, INDEPENDENCE, MO. POSITION-OWNER. SINCE 9/92. .5, 0. PHOENIX BOKERAGE SVCS INC. NOT INVESTMENT-RELATED. 16519 E TRUMAN RD. POSITION-OWNER. SINCE 9/92. 20. PHOENIX TRUCK LINES INC. NOT INVESTMENT-RELATED. 16915 E TRUMAN RD. POSITON-OWNER. SINCE 9/90. 20, 1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Glasgow Burns's CRS (Customer Relationship Summary).

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

Current

March 16, 2020 - Present

ROBERT G BURNS LLC

RIA

CRD#: 307597

Blue Springs, MO

Past

August 29, 2013 - June 22, 2020

ASSOCIATED SERVICES IN INSURANCE,INC

RIA

CRD#: 124408

GRAIN VALLEY, MO

Past

April 9, 2010 - September 30, 2011

FINANCIAL TELESIS INC

RIA

CRD#: 31012

GRAIN VALLEY, MO

Past

April 9, 2010 - September 30, 2011

FINANCIAL TELESIS INC

CRD#: 31012

GRAIN VALLEY, MO

Past

February 27, 2009 - April 13, 2010

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

GRAIN VALLEY, MO

Past

February 27, 2009 - April 13, 2010

FSC SECURITIES CORPORATION

CRD#: 7461

GRAIN VALLEY, MO

Past

November 17, 1997 - February 27, 2009

ADVANTAGE CAPITAL CORPORATION

RIA

CRD#: 146

GRAIN VALLEY, MO

Past

September 15, 1982 - February 27, 2009

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

GRAIN VALLEY, MO

Past

August 2, 1982 - October 29, 1984

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(3/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/5/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/11/1989

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 4/27/1984

Non-Member General Securities Examination

General Industry/Product Exam

Series 22

Date: 10/25/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/30/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/10/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/27/1989

General Securities Principal Examination

Current Firm

ROBERT G BURNS LLC

ASSOCIATED SERVICES IN INSURANCE | ROBERT G BURNS LLC | PHOENIX TRUCKLINES, INC

CRD#: 307597 / SEC#:

Missouri

Registered Investment Advisory firm - (3/16/2020 Approved)

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Contact information

Main Address

Blue Springs, MO

Mailing Address

Po Box 1387, Blue Springs, MO 64013

Phone number

(816) 229-6071

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 170,000

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.

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Robert G. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Glasgow Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSOCIATED SERVICES IN INSURANCE,INC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

ADVANTAGE CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/1982

Series 7

Date: 2/11/1989

Series 2

Date: 4/27/1984

Series 22

Date: 10/25/1983

Series 6

Date: 7/30/1982

Series 53

Date: 11/10/2003

Series 24

Date: 2/27/1989

Current Firm

ROBERT G BURNS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROBERT G BURNS LLC

TRUST BUT VERIFY

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