Matthew Burbank (CRD# 6921297) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Draper, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Axxcess Wealth Management, Llc Dba Silverstone Private Wealth | Draper, UT | Jan 2024 - Current | < 1 |
Maddix Holdings, Llc Dba Maddix Wealth, LLC | Lehi, UT | Apr 2023 - Jan 2024 | < 1 |
Axxcess Wealth Management, Llc Dba Maddix Wealth Management | Lehi, UT | Sep 2022 - Mar 2023 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | Jan 2021 - Sep 2022 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | Mar 2018 - Dec 2020 | 2 |
The University Of Utah | Salt Lake City, UT | Aug 2016 - Dec 2020 | 4 |
Hotel Monaco Salt Lake City | Salt Lake City, UT | Mar 2017 - Mar 2018 | 1 |
The Exoro Group | Salt Lake City, UT | Jun 2016 - Jan 2017 | < 1 |
Skyline High School | Salt Lake City, UT | Aug 2013 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- UT
-
Total Assets Under Management6,471MILLIONS
-
Total Number of Accounts24,090ACCOUNTS
-
Average Account Value$268,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV
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