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RB

Robert M. Burpo

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CRD#: 820278
RB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Michael Burpo, who also goes by Rob Burpo, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1976. Robert had worked at 7 firms and has passed the Series 63, Series 5, Series 7, Series 54 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rob Burpo

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.
1. 01/20/2012 - DBA ONLY / FIRST AMERICAN FINANCIAL ADVISORS, INC. ROBERT BURPO IS A REGISTERED REPRESENTATIVE.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 22, 2014 - November 14, 2023

FIRST AMERICAN FINANCIAL ADVISORS INC.

RIA
CRD#: 170404
ALBUQUERQUE, NM
Past

June 8, 1994 - July 29, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
ALBUQUERQUE, NM
Past

April 2, 1991 - July 29, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
ALBUQUERQUE, NM
Past

October 31, 1990 - March 14, 1991

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

January 6, 1989 - November 7, 1990

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

December 23, 1985 - December 31, 1988

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Past

June 10, 1985 - January 6, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

February 24, 1978 - March 12, 1985

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

April 1, 1976 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 5/20/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 7
Date: 3/20/1976
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 54
Date: 4/21/2022
Municipal Advisor Principal Qualification Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/23/1990
General Securities Principal Examination

Current Firm

FA
FIRST AMERICAN FINANCIAL ADVISORS INC.
FIRST AMERICAN FINANCIAL ADVISORS INC.

CRD#: 170404 / SEC#: 801-79968

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Contact information

Main Address
7411 Jefferson St Ne, Albuquerque, NM 87109
Mailing Address
Phone number
(505) 883-0083
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/9/2023)

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 56,000,000

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

FIRST AMERICAN FINANCIAL ADVISORS INC.

CRD#: 170404

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