Bobby L Burns
Investment adviser representative at Cpr Investments Inc
23 yearsExperience
1 stateRegistered in
$238.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Cpr Investments Inc.May 2018 to now
- Cpr Financial Group LLCMay 2018 to now
- Transtax AssociatesJun 2003 to now
- Inv Logistics Inc.May 2003 to now
- Hd Vest Advisory Services, Inc.Sep 2016 to May 2018
- Hd Vest Investment ServicesJul 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cpr Investments Inc
$238.8MAssets managed
1,172Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6530300
- Firm CRD
- 139067