James Burdett (CRD# 1719668) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 11 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2021 - Current | 3 |
| Integrated Advisor Network D/b/a Select Wealth Advisors | Henderson, NV | Feb 2021 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2017 - Feb 2021 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2017 - Feb 2021 | 3 |
| W&s Brokerage Services | Cincinnati, OH | Dec 2016 - Aug 2017 | < 1 |
| Western Southern Life | Las Vegas, NV | Oct 2016 - Aug 2017 | < 1 |
| Unemployed | Las Vegas, NV | Feb 2016 - Sep 2016 | < 1 |
| Securities America, Inc. | Las Vegas, NV | Oct 2013 - Jan 2016 | 2 |
| Securities America Advisors, Inc. | Las Vegas, NV | Oct 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- NV
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Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts11,998ACCOUNTS
-
Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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