Robert H. Burns

ALLSTATE FINANCIAL ADVISORS

Falls Church, VA 22044-2034

Some features on this profile are disabled

CRD#: 1499439

Professional summary

Robert Howard Burns, who also goes by Bob Burns, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Falls Church, Virginia and ALLSTATE FINANCIAL SERVICES, LLC located in Falls Church, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 12 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Burns

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.

RENEWALS & TRAILS POSITION: Sales rep NATURE: Selling health & life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 7420 Heritage Village plaza, Gainesville VA 20155, United States DESCRIPTION: Selling insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

April 21, 2023 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 6404 Seven Corners Pl Ste S, Falls Church, VA 22044-2034

RIA

CRD#: 109524

Falls Church, VA

Current

January 9, 2015 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 6404 Seven Corners Pl Ste S, Falls Church, VA 22044-2034

CRD#: 18272

Falls Church, VA

Past

February 3, 2014 - December 31, 2014

GLOBAL BROKERAGE SERVICES, INC.

CRD#: 37505

HUNT VALLEY, MD

Past

March 15, 2006 - December 31, 2013

GLOBAL BROKERAGE SERVICES, INC.

CRD#: 37505

HUNT VALLEY, MD

Past

October 29, 1998 - March 14, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

July 7, 1997 - October 22, 1998

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

May 2, 1997 - July 7, 1997

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

May 10, 1996 - May 16, 1997

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

January 3, 1995 - May 30, 1996

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

October 14, 1994 - December 31, 1994

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

November 27, 1991 - August 8, 1994

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

June 25, 1986 - September 9, 1991

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 25, 1986 - September 9, 1991

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

District of Columbia
(5/18/2021)

Florida
(6/21/2021)

Georgia
(4/4/2025)

Maryland
(1/9/2015)

North Carolina
(10/31/2025)

Virginia
(1/9/2015)

IAR

Virginia
(4/21/2023)

West Virginia
(5/18/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/19/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/24/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/17/1997

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

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

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert H. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

GLOBAL BROKERAGE SERVICES, INC.

GLOBAL BROKERAGE SERVICES, INC.

USALLIANZ SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

GUARDIAN INVESTOR SERVICES LLC

HORNOR, TOWNSEND & KENT, LLC

WS GRIFFITH SECURITIES, INC.

MUTUAL SERVICE CORPORATION

MML INVESTORS SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/19/1990

SIE

Date: 10/1/2018

Series 6

Date: 6/24/1986

Series 26

Date: 11/17/1997

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors