Edgar Burleson, financial advisor Denver NC
90 score

Edgar Burleson

CRD Number: 6045895
Current Firm: Edward Jones

Edgar Burleson (CRD# 6045895) is an Investment Advisor Representative working at Edward Jones in Denver, NC and has over 4 years of experience in the finance industry.

Similar Advisors
Tony Montanari, financial advisor Denver NC
Tony Montanari
CRD# 3089483
Prospera Financial Services, Inc.
Score
104
Similar Advisors
Luther Lockwood II, financial advisor Denver NC
Luther A. Lockwood II
CRD# 2082331
M Holdings Securities, Inc.
Score
103
Similar Advisors
Robert Clyde, financial advisor Denver NC
Robert L. Clyde
CRD# 5503102
Clyde Financial Planning
Score
101
Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2012 - Current 4
Unemployed Sherrills Ford, NC Oct 2010 - Apr 2012 1
U.s. Dept Of Commerce Hickory, NC Oct 2009 - Oct 2010 1
Uici/health Markets Hickory, NC Jul 1999 - Oct 2009 10
Lewis Financial Services Institute Charlotte, NC Jan 2009 - Aug 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Edgar L. Burleson
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.