Jeffrey Burr (CRD# 4083249) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 24 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Capital Llc D/b/a Capstone Capital Wealth Advisors | Henderson, NV | Dec 2021 - Current | 2 |
| Jeffrey L. Burr & Associates | Las Vegas, NV | Jan 1983 - Current | 41 |
| Capstone Capital Group | Henderson, NV | Feb 2002 - Dec 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2000 |
- NV
-
Total Assets Under Management321MILLIONS
-
Total Number of Accounts578ACCOUNTS
-
Average Account Value$555,890
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NE, NV, TX, UT
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