Robert
Burpo
First American Financial Advisors Inc
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About this Advisor
Robert Burpo is a financial advisor based out of Albuquerque, New Mexico who has 9 years of relevant experience. Burpo currently works for First American Financial Advisors Inc. Their career trajectory has included roles at Lpl Financial LLC and First American Financial Advisors, Inc. Burpo has a Series 63 license, certifying them as a securities agent, and can serve investors in New Mexico. First American Financial Advisors Inc is a financial advisory company that has its headquarters in Albuquerque, NM. It oversees $56 million in assets across its 12 customer accounts, placing it among the smaller firms in the country by assets under management. The business has a set of services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by First American Financial Advisors Inc most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First American Financial Advisors Inc Brokerage Details
$56,000,000
1
12
$4,666,667
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Burpo Work History
Robert has been registered as a financial advisor for 9 years.*
First American Financial Advisors, Inc
Lpl Financial LLC
First American Financial Advisors, Inc
*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 Burpo 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 First American Financial Advisors Inc
Albuquerque, NM
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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