John BurchCRD Number: 5284687
Current Firm: Camelot Advisors, LLC
John Burch (CRD# 5284687) is an Investment Advisor Representative working at Camelot Advisors, LLC in Helena, AL and has over 11 years of experience in the finance industry. John Burch 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.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Camelot Advisors, LLC||Maumee, OH||Sep 2014 - Current||3|
|Next Financial Group Inc.||Birmingham, AL||Nov 2013 - Sep 2014||< 1|
|Aig Retirement Advisors, Inc.||Birmingham, AL||Aug 2008 - Nov 2013||5|
|Sterne Agee & Leach Inc.||Birmingham, AL||Jul 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management113MILLIONS
Total Number of Accounts2,239ACCOUNTS
Average Account Value$50,595
- A percentage of assets under your management
- Hourly charges
- 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
AL, IN, MI, MO, NC, OH, PA, SC
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