Robert Lance Burch

CRD 4837729 · Charles Schwab & Co., Inc. · Denver, CO

IA RegisteredBroker

Also appears in the source record as: Lance Burch; Robert Burch

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 10Series 9Series 66
Registered states (32): Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nevada · New Hampshire · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Dakota · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 21
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (6)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Denver, CO · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Denver, CO · BC capacity

start not retrieved → present
Schwab Wealth Investment Advisory, Inc.
Lone Tree, CO · IA capacity

Mar 12, 2015 → Dec 13, 2016
Schwab Private Client Investment Advisory, Inc.
Englewood, CO · IA capacity

Jan 3, 2012 → Oct 22, 2014
Merrill Lynch Pierce Fenner & Smith Inc.
Englewood, CO · IA capacity

Oct 18, 2004 → Aug 8, 2007
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Englewood, CO · BC capacity

Sep 24, 2004 → Aug 8, 2007

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4837729 ↗ FINRA BrokerCheck record for CRD 4837729 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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