Robert
Trujillo
Burnham Gibson Wealth Advisors, LLC
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About this Advisor
Robert Trujillo is a financial advisor operating in Irvine, California, with a total of 1 year of relevant experience. Trujillo works at Burnham Gibson Wealth Advisors, LLC. Throughout their career, Trujillo has worked at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Lpl Financial LLC, Premier America Credit Union, Jp Morgan Securities LLC, Axa Advisors, LLC, Equitable Advisors, LLC and Burnham Gibson Wealth Advisors, LLC. Trujillo holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Burnham Gibson Wealth Advisors, LLC is a financial advisory firm operating out of Irvine, CA. It manages $3 billion in total assets across its 1,119 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 1,119 client accounts, 21% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by Burnham Gibson Wealth Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Burnham Gibson Wealth Advisors, LLC Brokerage Details
$3,142,749,973
20
1,119
$2,808,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Trujillo Work History
Robert has been registered as a financial advisor for 1 years.*
Burnham Gibson Wealth Advisors, LLC
Equitable Advisors, LLC
Axa Advisors, LLC
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Lpl Financial LLC
Premier America Credit Union
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Trujillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Burnham Gibson Wealth Advisors, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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