RB
Robert L. Burnam
CAVANAL HILL INVESTMENT MANAGEMENT
HOUSTON, TX 77010
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CRD#: 4393184
RB
Professional summary
Robert Logan Burnam is a registered financial advisor currently at CAVANAL HILL INVESTMENT MANAGEMENT, INC. located in Houston, Texas and BOK FINANCIAL PRIVATE WEALTH, INC. located in Houston, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Robert has worked at 6 firms and has passed the Series 63, Series 65, Series 52TO, Series 99TO, SIE, Series 7, Series 6, Series 24 and Series 27 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Logan Burnam'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®
NoneExperience
Current
December 9, 2021 - Present
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Office #1: 1401 Mckinny Drive Suite 1000, Houston, TX 77010RIA
CRD#: 110774
HOUSTON, TX
Current
June 9, 2022 - Present
BOK FINANCIAL PRIVATE WEALTH, INC.
Office #1: 1401 Mckinny Drive Suite Suite 1000, Houston, TX 77010RIA
CRD#: 106733
Houston, TX
Current
May 12, 2014 - Present
BOK FINANCIAL SECURITIES, INC.
Office #1: 499 West Sheridan Avenue 25th 26th And 27th Floors, Oklahoma City, OK, 73102RIA
BD
CRD#: 17530
Oklahoma City, OK
Past
October 13, 2011 - June 11, 2014
TRIAD ADVISORS LLC
BD
CRD#: 25803
HOUSTON, TX
Past
July 11, 2003 - February 13, 2012
MBM SECURITIES, INC.
BD
CRD#: 124850
HOUSTON, TX
Past
March 27, 2003 - December 14, 2021
BOK FINANCIAL ASSET MANAGEMENT, INC.
RIA
CRD#: 106507
HOUSTON, TX
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".
CH
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
AXIA INVESTMENT MANAGEMENT, INC. | INVESTMENT CONCEPTS, INC. | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | BOK INVESTMENT ADVISERS, INC. | AXIA INVESTMENT MANAGMENT, INC.
CRD#: 110774 / SEC#: 801-60138
RIA
Registered Investment Advisory firm - (4/19/2001 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.RR
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
IAR
Alabama(12/9/2021)
IAR
Alaska(12/21/2021)
RR
Arizona(4/19/2022)
IAR
Arkansas(12/9/2021)
IAR
California(12/9/2021)
RR
Colorado(5/12/2014)
IAR
Colorado(12/9/2021)
IAR
Connecticut(12/9/2021)
RR
Florida(5/12/2014)
IAR
Georgia(12/14/2021)
RR
Illinois(3/9/2021)
IAR
Illinois(12/17/2021)
RR
Iowa(3/9/2021)
RR
Kansas(5/12/2014)
IAR
Kansas(12/9/2021)
IAR
Louisiana(12/9/2021)
IAR
Michigan(12/9/2021)
RR
Missouri(5/12/2014)
IAR
Missouri(12/9/2021)
IAR
Nebraska(12/10/2021)
IAR
New Hampshire(12/9/2021)
RR
New Mexico(5/12/2014)
IAR
New Mexico(12/9/2021)
IAR
North Carolina(12/9/2021)
IAR
North Dakota(12/13/2021)
RR
Oklahoma(5/12/2014)
IAR
Oklahoma(12/9/2021)
IAR
Pennsylvania(12/9/2021)
IAR
South Carolina(12/9/2021)
RR
Texas(5/12/2014)
IAR
Texas(12/9/2021)
IAR
Utah(12/9/2021)
IAR
West Virginia(12/10/2021)
RR
Wyoming(4/19/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/9/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CH
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
AXIA INVESTMENT MANAGEMENT, INC. | INVESTMENT CONCEPTS, INC. | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | BOK INVESTMENT ADVISERS, INC. | AXIA INVESTMENT MANAGMENT, INC.
CRD#: 110774 / SEC#: 801-60138
RIA
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Contact information
Main Address
One Williams Center 15th Floor, Tulsa, OK 74172-0172
Mailing Address
6242 E. 41st St. So, Tulsa, OK 74135
Phone number
(800) 958-2942
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,326 |
| AUM (Assets Under Management) | $ 14,223,562,597 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | ||
| 12/18/2024 | ||
| 08/25/2023 | ||
| 09/26/2022 |
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.
Company Information
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CRD#: 110774Houston, TX 77010TRUST BUT VERIFY
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