Steven Burdick, financial advisor Arroyo Grande CA

Steven Burdick

CRD Number: 2325027
Current Firm: Securities America Advisors, Inc.

Steven Burdick (CRD# 2325027) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Arroyo Grande, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisor, Inc. Arroyo Grande, CA Dec 2008 - Current 15
Securities America, Inc. Arroyo Grande, CA Dec 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Steven R. Burdick
Phone Number: 402-399-9111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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