Arturo Burgueno, financial advisor Pompton Plains NJ
88 score

Arturo Burgueno

CRD Number: 6350240
Current Firm: United Planners' Financial Services Of America A Limited Partner

Arturo Burgueno (CRD# 6350240) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Pompton Plains, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Society For Financial Awareness San Diego, CA Apr 2015 - Current 1
United Planners' Financial Services Scottsdale, AZ Jul 2014 - Current 2
American Prosperity Group San Antonio, TX Jun 2014 - Current 2
Concordia Investments LLC San Antonio, TX Dec 2013 - Current 3
Unemployed Unemployed, TX Aug 2013 - Nov 2013 < 1
Green Cypress Homes LP San Antonio, TX Feb 2012 - Jul 2013 1
Unemployed Unemployed, TX Jul 2011 - Jan 2012 < 1
Cemex Monterrey, N.l., Jan 2001 - Jun 2011 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Arturo Burgueno
Phone Number: 480-991-0225
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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