Robert G. Burleson
Professional summary
Robert George Burleson, CFP®, who also goes by Robert George Burleson Jr, is a registered financial advisor currently at KEEL POINT, LLC located in Greenville, North Carolina and KEEL POINT CAPITAL, LLC located in Greenville, North Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert George Burleson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
October 17, 2018 - Present
KEEL POINT, LLC
Office #1: 620 -c Red Banks Road, Greenville, NC 27858October 16, 2018 - Present
KEEL POINT CAPITAL, LLC
Office #1: 620-c Red Banks Road, Greenville, NC 27858May 31, 2013 - October 17, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 31, 2013 - October 17, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 18, 2009 - June 4, 2013
WELLS FARGO CLEARING SERVICES, LLC
March 18, 2009 - June 4, 2013
WELLS FARGO CLEARING SERVICES, LLC
August 30, 2002 - February 23, 2009
VALIC FINANCIAL ADVISORS, INC.
November 4, 1997 - February 23, 2009
VALIC FINANCIAL ADVISORS, INC.
February 8, 1995 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
Primary Firm SEC Registration
KEEL POINT, LLC
CRD#: 127902 / SEC#: 801-62249
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/16/2018)
(10/17/2018)
(10/17/2018)
(10/16/2018)
(10/17/2018)
(10/16/2018)
Exams
FINRA
Current Firm
KEEL POINT, LLC
CRD#: 127902 / SEC#: 801-62249
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,626 |
| AUM (Assets Under Management) | $ 3,464,607,203 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 01/26/2024 | ||
| 10/25/2022 |
Red Flags
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