Bobby Burns has been an investment adviser representative at CPR Investments since May 2018, and is not listed among the firm’s executive officers or direct owners. Bobby Burns holds a Master's Degree from Keller Graduate School of Management, DeVry University and a Bachelor's Degree from the University of Arkansas-Pine Bluff.
CPR Investments Inc is a Rochester, MI firm with $239M under management, 1,172 clients and 25 advisers across 16 offices, as of its August 2026 filing.
Bobby L. Burns is an Investment Advisor Representative of CPR Investments Inc. Burns has held the role since May 2018, as of his Form ADV Part 2B supplement dated November 2, 2020. His filing also shows him as President of Transtax Associates and President and Financial Accountant of Inv Logistics Inc., and an insurance agent at CPR Financial Group LLC since May 2018. Earlier he was an Investment Advisor Representative at H.D. Vest Advisory Services, Inc. from September 2016 to May 2018.
Bobby Burns’ longest registration is the current one, 8 years at CPR Investments since 2018. Before joining CPR Investments in 2018, Bobby Burns was registered through H.D. Vest Advisory Services, Inc.
- CPR Investments IncCurrent– present · 8 yearsArlington, TX · Adviser representative · Firm CRD 139067
- H.D. Vest Advisory Services, Inc– · 1 yearHurst, TX · Adviser representative · Firm CRD 104556
Professional designations
Listed by CPR Investments
- Enrolled Agent (EA)
Investment adviser representative registrations
Bobby Burns is registered as an investment adviser representative in Texas, since May 2018.
- TexasSince 9 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 August 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 August 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bobby L Burns
- CRD
- 6530300
- Firm
- CPR Investments · CRD 139067
- Office
- 2201 N Collins St, Suite 148, Arlington, TX 76011
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cprinvestmentsinc.com
Where does Bobby Burns work?
Bobby Burns is an investment adviser representative registered through CPR Investments Inc since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Bobby Burns a financial advisor?
Yes. Bobby Burns has a current investment-adviser registration in Texas, through CPR Investments since May 2018.
How many years of experience does Bobby Burns have?
Bobby Burns has 11 years in the financial industry, since August 2015, across 2 adviser firms.
What exams has Bobby Burns passed?
Bobby Burns has passed 3 licensing exams: the Series 65, Series 63 and Series 6. The earliest, the Series 65, was passed in June 2015. FINRA credited Bobby Burns with the SIE, which began in October 2018.
Where is Bobby Burns based?
Bobby Burns’ registered office is in Arlington, TX.
Is Bobby Burns registered with FINRA?
No. Bobby Burns has no current broker registration.
How can I verify Bobby Burns’ record?
Search CRD 6530300 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bobby Burns’ full registration record.
