Robert Larry Burns

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
• 11/2011 → 07/2025
  Ubs Financial Services Inc
  Tucson, AZ

Previous Registrations

• 2011-11-16 → 2025-07-18
  Ubs Financial Services Inc.
  Tucson, AZ
• 2009-10-05 → 2011-11-16
  Ameriprise Financial Services, Llc
  Tucson, AZ
• 2006-08-29 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Tucson, AZ

Other Businesses

1) Name of the Business: Arizona Elks Association/ Address: 916 Charles Dr.Sierra Vista, AZ, United States 85635/ Investment Related: No/ Nature: Elks raise funds to help veterans and children./ Role: Member of a committee with management / supervisor functions/ Duty: I organize soccer contests for children ages 6 to 16. / Start Date: 6/1/2010/ Hours Devoted: Yes / Time Required: N/A. | NEXT STEPS SENIOR LIVING ADVISORS, LLC; NOT INV RELATED; TUCSON, AZ; 25% OWNERSHIP; 07/2012; 1 HOUR PER MONTH; 0 DURING TRADING; ASSISTED LIVING REFERRAL Tucson East Elks Lodge #2532 - Exalted Ruler/President - 615 S Pantano Rd, Tucson AZ 85710 Investment Related: No Nature: Elks raise funds to help veterans and children Role: Role: Member of a committee with management/supervisor functions Duty: administrative decisions of lodge Start Date: 4/1/2025 Hours Devoted: Yes / Time Required: N/A. Next Steps Senior Living Advisors LLC - 7049 E Tanque Verde Rd, Tucson AZ 85715 Investment Related - 25% Ownership Nature: assist elders where they live Role: Role: Member of a committee with management/supervisor functions Duty:nothing Start Date:July 2012 Hours Devoted: Yes / Time Required: N/A

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-13
• S63 Uniform Securities Agent State Law Examination
  1996-12-26

Designations

• Certified Financial Planner

Other Names

• Bob Burns
• Robert Larrry Burns