Bobby
Burns

Cpr Investments Inc

CRD#6530300
Investment Advisor
in Arlington, TX

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About this Advisor

Bobby Burns is a financial advisor who works out of Arlington, Texas with 5 years of relevant experience. Burns is currently employed by Cpr Investments Inc. Over the course of their career, Burns has held roles at Transtax Associates, Hd Vest Investment Services, Hd Vest Advisory Services, Inc, Cpr Investments Inc, Cpr Financial Group LLC and Inv Logistics Inc. Burns has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Cpr Investments Inc is a financial advisory company based in Rochester, MI. The firm has offices in 20 locations and a total of 36 financial advisors. It controls $295 million in assets across its 3,154 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 3,154 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a broad 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 advisory fees typically are based on which services are offered. However, fees charged by Cpr Investments Inc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2201 N Collins St Suite 148
Arlington, TX 76011

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Cpr Investments Inc Brokerage Details

Total Assets Under Management

$295,298,182

TX Average: $943,424,332
Total Number of Employees

36

TX Average: 21
Total Number of Accounts

3,154

TX Average: 1,586
Average Account Size

$93,627

TX Average: $594,845

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

Bobby Burns Work History

Bobby has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cpr Investments Inc

2018 - Present (6 years)

Cpr Financial Group LLC

2003 - Present (21 years)

Transtax Associates

2003 - Present (21 years)

Inv Logistics Inc

2016 - 2018 (2 years)

Hd Vest Advisory Services, Inc

2015 - 2018 (3 years)

Hd Vest Investment Services

*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 Bobby Burns 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 Cpr Investments Inc

Jason Young
Rochester, MI
Justin Reinhold
Rochester, MI
Anthony Valenzuela
Rochester, MI
Renee Cuchetti
Rochester, MI
Mark Smith
Rochester, MI
Robert Elliston
Rochester, MI
Bryan Byrd
Albuquerque, NM
Joseph Larocca
Rochester, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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