Peter Burns (CRD# 7777921) is an Investment Advisor Representative working at Sankala Group LLC in Helena, MT and has 1 year of experience in the finance industry.
CRD# 6731431
Investment Management Group
CRD# 6846265
D.a. Davidson & Company
CRD# 6176121
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sankala Group LLC | Lyons, CO | Jun 2023 - Current | < 1 |
| Travel | Helena, MT | Feb 2021 - May 2023 | 2 |
| Techniservices Inc. | New York, NY | Sep 2020 - Feb 2021 | < 1 |
| Colorado University - Boulder | Boulder, CO | Jan 2020 - Sep 2020 | < 1 |
| Colorado University - Boulder | Boulder, CO | Sep 2014 - Dec 2019 | 5 |
| National Institute Of Standards And Technology | Boulder, CO | May 2014 - Sep 2014 | < 1 |
| University Of Montana | Missula, MT | Sep 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CO
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts404ACCOUNTS
-
Average Account Value$260,486
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
CO, MA, PA
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