Michael BurroughsCRD Number: 3098424
Current Firm: Advised Assets Group, LLC
Michael Burroughs (CRD# 3098424) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Gwfs Equities, Inc.||Milwaukee, WI||Dec 2015 - Current||1|
|Advised Assets Group, LLC||Greenwood Village, CO||Oct 2011 - Current||5|
|Gwfs Equities Inc/great-west Life & Ann Ins Co||Milwaukee, WI||Nov 2007 - Oct 2011||3|
|Orchard Trust Company||Milwaukee, WI||Mar 2007 - Nov 2007||< 1|
|Us Bank||Milwaukee, WI||Jun 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
|S63||Uniform Securities State Law Examination||Jan 2016|
Total Assets Under Management25,172MILLIONS
Total Number of Accounts28,609ACCOUNTS
Average Account Value$879,847
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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