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Bobby L Burns

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

2201 N Collins St, Suite 148, Arlington, TX, 76011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bobby is the President of Transtax Associates, providing tax and accounting services full-time since 2003. He is also President/Financial Accountant at Inv Logisics, Inc., dedicating nearly full-time hours, and an insurance agent at CPR Financial Group LLC, spending a few hours per week.

Employment History
Current Registrations
Cpr Investments INC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
H.D. Vest Advisory Services, INC
September 2016 - May 2018 · 1 yr 8 mos
Hd Vest Investment ServicesBroker
August 2015 - May 2018 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Bobby L Burns - Financial Advisor | TrueAdvisor