Russell Burton (CRD# 4369950) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Soldotna, AK and has over 22 years of experience in the finance industry. Russell Burton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7024070
Edward Jones
CRD# 4630426
Edward Jones
CRD# 2245276
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Everence | Soldotna, AK | Oct 2019 - Current | 4 |
| Concourse Financial Group Securities Inc. | Soldotna, AK | Nov 2006 - Current | 17 |
| Concourse Financial Group Securities Inc. | Soldotna, AK | Feb 2001 - Current | 23 |
| Everence Trust Company | Goshen, IN | Aug 2014 - Sep 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- AK
- CA
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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