Robert William Burnham

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/2012 → Present
  Rotary Club Of Ardmore
  Ardmore, PA
• 02/2015 → 10/2019
  Fsc Securities Corp
  Atlanta, GA
• 10/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-02-24 → 2019-10-11
  Fsc Securities Corporation
  Radnor, PA
  Milton, GA
  Radnor, PA
• 2012-07-11 → 2015-07-20
  Capital Analysts
  Wayne, PA
• 2012-07-11 → 2015-02-24
  Lincoln Investment
  Wayne, PA

Other Businesses

1.INDEPENDENT INSURANCE AGENT, 270 DANELL RD, RADNOR, PA, 7/2007 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/MO - 10/TRADING. 2.LOWER MERION FIRE COMPANY OF ARDMORE, 35 GREENFIELD AVE, ARDMORE, PA, 1/2013 AS ADMINISTRATIVE MEMBER - SERVE ON THE CODE OF CONDUCT AND MEMBERSHIP COMMITTEES. NIR - 2/MO - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 4.ROBERT W. BURNHAM, INC., 270 Danell Rd., Radnor PA 19087, United States, 12/31/2020, Owner, Owner/Partner of a Business Entity, NIR, 2 HR/MO - 2 HR/MO TRADING 5.NETTWORTH FINANCIAL GROUP, 270 Danell Road, Radnor PA 19087, 10/2019, Marketing Name, DBA Name, INV REL, 10 HR/MO - 5 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-10-30
• S65 Uniform Investment Adviser Law Examination
  1996-08-09

Other Names

• Robert W Burnham
• Rob Burnham