Robert V. Burnette

WELLNESS INVESTMENT ADVISERS LLC

Dublin, OH 43017

Some features on this profile are disabled

CRD#: 1430593

Professional summary

Robert Vance Burnette, who also goes by Rob Burnette, is a registered financial advisor currently at WELLNESS INVESTMENT ADVISERS LLC located in Dublin, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Robert has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Burnette

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.

Name: Outlook Financial Center, LLC Investment related: Yes Address: Piqua, OH Nature of business: CEO/Insurance Agent Start date: 11/2016 Approximate hours per month: 120 Approx. hours during securities trading: 80 Duties: Life, disability, and LTC insurance products Name: Assurance Tax and Business Services Investment related: Yes Address: Piqua, OH Nature of business: President/tax preparer Start date: 11/2008 Approximate hours per month: 5 Approx. hours during securities trading: 0 Duties: Preparation of personal and business taxes

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Vance Burnette'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

January 4, 2016 - Present

WELLNESS INVESTMENT ADVISERS LLC

Office #1: 655 Metro Place South Suite 600, Dublin, OH 43017

RIA

CRD#: 13626

ROUND ROCK, TX

Past

October 11, 2002 - November 14, 2003

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

November 18, 1985 - July 30, 1987

PFS INVESTMENTS INC.

CRD#: 10111

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

Ohio
(1/4/2016)

IAR

Texas
(1/4/2016)

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

Series 26

Date: 3/25/2003

Investment Company Products/Variable Contracts Principal Examination

Current Firm

WELLNESS INVESTMENT ADVISERS LLC

CRD#: 282042 / SEC#:

Ohio

Registered Investment Advisory firm - (1/4/2016 Approved)

Texas

Registered Investment Advisory firm - (11/17/2015 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Piqua, OH

Mailing Address

Phone number

(937) 552-9990

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)	$ 153,625

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.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert V. Burnette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Vance Burnette's CRS (Customer Relationship Summary).

Certified licenses

Experience

SWS ADVISORS, INC.

OMNI FINANCIAL SECURITIES, INC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

WELLNESS FINANCIAL ADVISERS, LLC

AMVEST SECURITIES, INCORPORATED

AMVEST SECURITIES, INCORPORATED

HBW SECURITIES LLC

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/25/2011

Series 65

Date: 5/21/2004

SIE

Date: 12/31/2015

Series 7

Date: 10/11/2011

Series 6

Date: 10/10/2002

Series 24

Date: 7/27/2012

Series 26

Date: 3/25/2003

Current Firm

WELLNESS INVESTMENT ADVISERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WELLNESS INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

Similar Advisors