Shirley Burrows, financial advisor El Dorado Hills CA

Shirley Burrows

CRD Number: 1728308
Current Firm: Van Hulzen Financial Advisors

Shirley Burrows (CRD# 1728308) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 28 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Van Hulzen Asset Management El Dorado Hills, CA Mar 2019 - Current 5
Rising Sun Montessori El Dorado Hills, CA Aug 2015 - Mar 2019 3
Unemployed El Dorado Hills, CA Jan 2000 - Jul 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Shirley A. Burrows
Phone Number: (916) 608-4284
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,994
    MILLIONS
  • Total Number of Accounts
    2,486
    ACCOUNTS
  • Average Account Value
    $802,019
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, IL, LA, NM, NV, NY, OR, TX, WA

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