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Robert Milburn

SPIRE SECURITIES

MCLEAN, VA

·CRD# 2013040·35 years experience

Professional Summary

Robert Milburn, who also goes by Bob Milburn, Robert Maurice Milburn, Robert Maurice Milburn, is a registered financial advisor currently at SPIRE SECURITIES, LLC located in Mclean, Virginia. Robert is registered as a RR (Registered Representative) and started their career in finance in 1991. Robert has worked at 13 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Milburn, Robert Maurice Milburn, Robert Maurice Milburn

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

35 years in the financial services industry

Current & Past Employments

SPIRE SECURITIES, LLC·CRD# 144131

BD

7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

January 15, 2025 - Present

ZINVEST FINANCIAL SERVICE, LLC·CRD# 297563

RIA

Demascus, MD

June 29, 2022 - December 1, 2023

VELOX CLEARING LLC·CRD# 290215

BD

Miami, FL

October 5, 2021 - April 1, 2024

GROVE POINT ADVISORS, LLC·CRD# 313171

RIA

Rockville, MD

April 1, 2021 - September 14, 2021

GROVE POINT INVESTMENTS, LLC·CRD# 1763

RIA

Rockville, MD

May 22, 2020 - April 1, 2021

GROVE POINT INVESTMENTS, LLC·CRD# 1763

BD

Rockville, MD

May 22, 2020 - September 14, 2021

LPL FINANCIAL LLC·CRD# 6413

RIA

Silver Spring, MD

September 17, 2018 - December 18, 2018

LPL FINANCIAL LLC·CRD# 6413

BD

Fort Mill, SC

April 19, 2011 - December 18, 2018

LPL FINANCIAL LLC·CRD# 6413

RIA

Silver Spring, MD

April 18, 2011 - September 12, 2018

FIRST ALLIED SECURITIES, INC.·CRD# 32444

RIA

Richmond, VA

July 21, 2010 - April 4, 2011

ADVANCED EQUITIES, INC.·CRD# 35545

BD

Chicago, IL

June 20, 2006 - January 25, 2008

FIRST ALLIED SECURITIES, INC.·CRD# 32444

BD

San Diego, CA

June 20, 2006 - April 4, 2011

FIRST CLEARING, LLC·CRD# 17344

BD

St. Louis, MO

December 20, 1999 - October 11, 2005

CASPIAN SECURITIES INCORPORATED·CRD# 38878

BD

New York, NY

September 23, 1996 - August 3, 1998

ING BARING (U.S.) SECURITIES, INC.·CRD# 5285

BD

New York, NY

September 20, 1995 - August 26, 1996

J.P. MORGAN SECURITIES INC.·CRD# 18718

BD

New York, NY

August 2, 1995 - September 12, 1995

FIRST UNION CAPITAL MARKETS CORP.·CRD# 6124

BD

Charlotte, NC

August 23, 1991 - November 18, 1994

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Current Firm

SS

SPIRE SECURITIES, LLC

SPIRE SECURITIES, LLC

CRD#: 144131 / SEC#: 8-67635

BD

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

Mailing Address

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102

Phone Number

(703) 657-6075

Established

Virginia since 04/02/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
SPIRE INVESTMENT PTNER	PARENT/HOLDING COMPANY	—
BLISK, DAVID LLOYD	PRESIDENT	—
MALIK, FEISAL AHMED KHAN	CCO	2115832
MILBURN, ROBERT	FINOP	2013040

Disclosures

Regulatory Event

2

Arbitration

1

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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.

RMMILBURN CONSULTING LLC POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 8 START DATE: 12/30/2018 ADDRESS: 11011 Bethesda Church Road, Damascus, MD 20872 United States DESCRIPTION: Provide back office services to broker dealers and registered investment advisors. Services include accounting, auditing, and regulatory.

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State Registrations and Notice Filings

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

RR

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

RR

Virginia
(1/15/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1991About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1991About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 2006About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Dec 1995About the Series 27 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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RM

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