Carolyn Burgin (CRD# 6872536) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 6 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services, Inc. | Montpelier, VT | Apr 2021 - Current | 3 |
Apogee Financial Partners | Atlanta, GA | Mar 2021 - Current | 3 |
Mml Investors Services LLC | Peachtree Corners, GA | Jan 2020 - Mar 2021 | 1 |
Massmutual Life Insurance Co | Peachtree Corners, GA | Nov 2019 - Mar 2021 | 1 |
Axa Advisors LLC | Atlanta, GA | Nov 2017 - Nov 2019 | 2 |
Fine Spec Home Inspection | Fayetteville, GA | Dec 1994 - Aug 2017 | 22 |
Iona Fine Art And Design Gallery | Atlanta, GA | Jun 2000 - Jun 2014 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2018 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- GA
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
-
Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.