Andrew Burns (CRD# 7073906) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 5 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 3082569
Schneider Wealth Management
CRD# 2055289
Powering Your Retirement
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | Soquel, CA | Aug 2020 - Current | 4 |
Charles Schwab And Company, Inc. | Soquel, CA | Feb 2019 - Current | 5 |
University Of California, Davis | Davis, CA | Sep 2016 - Dec 2018 | 2 |
Bj's Restaurant & Brewhouse | Sacramento, CA | Sep 2016 - Dec 2016 | < 1 |
Bj's Restaurant & Brewhouse | La Mesa, CA | Nov 2014 - Sep 2016 | 1 |
Tabu Sushi | El Cajon, CA | Sep 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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