Daniel Burris (CRD# 6916789) is an Investment Advisor Representative working at Edward Jones in Cedaredge, CO and has over 5 years of experience in the finance industry.
CRD# 1946338
Natural Investments
CRD# 5614989
Cetera Investment Advisers LLC
CRD# 7024020
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Mar 2018 - Current | 6 |
| Sears Hometown And Outlet | Montrose, CO | Jan 2018 - Feb 2018 | < 1 |
| Quick And Thorough Cleaning Company LLC | Montrose, CO | Dec 2016 - Jan 2018 | 1 |
| Assist In Development (d.r.beats Limited) | Montrose, CO | Mar 2016 - Jan 2018 | 1 |
| Beer Barn Ii | Montrose, CO | Jun 2016 - Mar 2017 | < 1 |
| Undergrad - Western Governors University | Charleston Il (2011-2014) Montrose Co (2014-2016), CO | Jan 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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
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