Robert Burkey (CRD# 4193426) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Grand Rapids, MI and has over 23 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Enlightened Retirement, LLC | Grand Rapids, MI | Jun 2023 - Current | < 1 |
| Allstate Insurance Company | Grand Rapids, MI | Aug 2017 - Current | 6 |
| Pruco Securities,llc | Grand Rapids, MI | Jun 2000 - Aug 2017 | 17 |
| The Prudential Insurance Company Of America | Grand Rapids, MI | May 2000 - Aug 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
- MI
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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