Shirley BurrowsCRD Number: 1728308
Current Firm: Van Hulzen Asset Management
Shirley Burrows (CRD# 1728308) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 25 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Van Hulzen Asset Management||El Dorado Hills, CA||Mar 2019 - Current||2|
|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|
Total Assets Under Management1,309MILLIONS
Total Number of Accounts1,853ACCOUNTS
Average Account Value$706,502
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, IL, LA, MI, NH, NM, NV, NY, OH, OR, TX, WA
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