Anne Pomar (CRD# 7863190) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burney Partners, LLC | Reston, VA | Jul 2023 - Current | < 1 |
| Ss&c Advent | Jacksonville, FL | Feb 2022 - Jun 2023 | 1 |
| Ss&c Advent | Jacksonville, FL | Aug 2021 - Feb 2022 | < 1 |
| Ss&c Advent | Jacksonville, FL | Nov 2020 - Aug 2021 | < 1 |
| Unemployed | Jacksonville, FL | May 2020 - Nov 2020 | < 1 |
| College | Gainsville, FL | Sep 2015 - May 2020 | 4 |
| Unemployed | Jacksonville, FL | May 2015 - Sep 2015 | < 1 |
| High School | Jacksonville, FL | Jan 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- VA
-
Total Assets Under Management2,681MILLIONS
-
Total Number of Accounts4,284ACCOUNTS
-
Average Account Value$625,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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