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Bobby B
Series 65, Series 63
Arlington, TX
CPR Investments Inc
Bobby Burns is a financial advisor at CPR Investments Inc with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with CPR Financial Group LLC since 2018. Prior to that, he held roles at Hd Vest Advisory Services, Inc. and Hd Vest Investment Services. Outside of advising, Burns serves as president of Transtax Associates and INV Logistics Inc., providing tax and accounting services. CPR Investments Inc. offers discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing account monitoring.
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