Robert J Burton

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Lincoln, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Lincoln, CA

Previous Registrations

• 2007-09-07 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Roseville, CA
  St. Louis, MO
• 2007-08-27 → 2007-09-20
  Rbc Capital Markets, Llc
  Roseville, CA
• 2001-03-29 → 2007-08-16
  A. G. Edwards & Sons, Inc.
  Roseville, CA
  Roseville, CA

Other Businesses

BURCO CONSTRUCTION, ROSEVILLE, CA; GENERAL CONST ON OWNER-HELD REAL ESTATE; 100% OWNERSHIP; START 6/1990; APPROXIMATELY 2 HOURS/MONTH OR LESS DEVOTED. BURTON PROPERTIES; NON INVESTMENT RELATED; ROSEVILLE, CA; 100% OWNERSHIP; START 1987; 6 HRS PER MONTH 0 DURING TRADING; PROPERTY MANAGEMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-06
• S63 Uniform Securities Agent State Law Examination
  1999-03-18

Designations

• Certified Financial Planner

Other Names

• Robert Burton
• Robert James Burton