Edna Burr, financial advisor Walnut Creek CA
93 score

Edna Burr

CRD Number: 1290818
Current Firm: Nwf Advisory Services Inc.

Edna Burr (CRD# 1290818) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Walnut Creek, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Nwf Advisory Services, Inc. Los Angeles, CA Mar 2009 - Current 7
Royal Alliance Associates, Inc. Orinda, CA Jan 1994 - Current 22
Sterling Financial Services, Inc. Walnut Creek, CA Sep 1997 - Mar 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Contact Info for Edna M. Burr
Phone Number: 310-475-5854
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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