Austin BurksCRD Number: 7432960
Current Firm: Crestone Asset Management LLC
Austin Burks (CRD# 7432960) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has 1 year of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Crestone Asset Management, LLC||Boulder, CO||Aug 2021 - Current||< 1|
|Pieces Technology||Irving, TX||Jan 2021 - Jun 2021||< 1|
|Chuy's Texmex||Norman, OK||Oct 2018 - Dec 2020||2|
|Kanakuk Kamps||Branson, MO||May 2018 - Aug 2019||1|
|Redrock Canyon Grill||Southlake, TX||Apr 2016 - Jul 2019||3|
|Student||Keller, TX||Aug 2011 - Apr 2016||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management4,175MILLIONS
Total Number of Accounts665ACCOUNTS
Average Account Value$6,277,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, KS, MA, MT, OH, TX, UT
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