Johnny Burris (CRD# 2850953) is an Investment Advisor Representative working at Burris Wealth Management, Inc. in Surprise, AZ and has over 27 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burris Wealth Management Inc. | Surprise, AZ | Mar 2014 - Current | 10 |
| Southeast Investments, N.c. Inc. | Charlotte, NC | Mar 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management12MILLIONS
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Total Number of Accounts55ACCOUNTS
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Average Account Value$219,474
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ
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