Weston Burress, financial advisor Gilbert AZ
93 score

Weston Burress

CRD Number: 5623140
Current Firm: Cavanal Hill Investment Management, Inc.

Weston Burress (CRD# 5623140) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Gilbert, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bokf, Na Tulsa, OK Feb 2016 - Current < 1
Cavanal Hill Investment Management, Inc. Tulsa, OK Feb 2016 - Current < 1
Bosc Inc. Tulsa, OK Feb 2016 - Current < 1
Ivy Funds Distributor Inc. Overland Park, KS Jul 2010 - Feb 2016 5
Waddell & Reed Inc. Overland Park, KS Jan 2016 - Jan 2016 < 1
Ameritas Investment Corp. Lincoln, NE Sep 2009 - Jul 2010 < 1
Ameritas Life Insurance Corp. Lincoln, NE Sep 2009 - Jul 2010 < 1
Acacia Life Insurance Bethesda, MD Sep 2009 - Jul 2010 < 1
Union Central Life Insurance Cincinnati, OH Sep 2009 - Jul 2010 < 1
Olympus Financial Advisors Scottsdale, AZ Aug 2009 - Jul 2010 < 1
Proequities, Inc. Scottsdale, AZ Dec 2008 - Jul 2009 < 1
Xerox Corp Phoenix, AZ Apr 2008 - Sep 2008 < 1
Unemployed Mesa, AZ Dec 2007 - Apr 2008 < 1
Arizona State University Tempe, AZ Dec 2006 - Dec 2007 1
Call Realty Mesa, AZ Aug 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Weston C. Burress
Phone Number: 800-958-2942
Firm Website: https://cavanalhill.com
Registered State(s):
  • AZ
  • CA
  • UT
  • OK
By the Numbers
  • Total Assets Under Management
    7,548
    MILLIONS
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $9,307,047
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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