Robert
Burleson
Keel Point, LLC
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About this Advisor
Robert Burleson is a financial advisor who works in Greenville, North Carolina with a total of 5 years of relevant experience. Burleson is currently employed by Keel Point, LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc and Keel Point. Burleson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Maryland, North Carolina and Texas. Keel Point, LLC is a registered investment firm that has its headquarters in Huntsville, AL. The company has offices in nine locations and a total of 83 people on staff. It controls $3 billion in assets among its 4,850 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 4,850 client accounts, 44% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Keel Point, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically depend on which service is offered. Fees charged by Keel Point, LLC can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Robert Burleson Work History
Robert has been registered as a financial advisor for 5 years.*
Keel Point
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
Wells Fargo Advisors LLC
*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 Burleson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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