Samuel BurtonCRD Number: 6313413
Current Firm: Strategic Advisers, Inc.
Samuel Burton (CRD# 6313413) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Fidelity Investments||Westlake, TX||Mar 2014 - Current||3|
|Old Waverly Golf Club||West Point, MS||Aug 2009 - Mar 2014||4|
|Bin 612||Starkville, MS||Jul 2013 - Feb 2014||< 1|
|Rock Bottom||Starkville, MS||Jul 2013 - Feb 2014||< 1|
|Ricks Cafe||Starkville, MS||Jun 2012 - May 2013||< 1|
|Mississippi State University||Mississippi State, MS||Aug 2008 - May 2013||4|
|Cadence Bank||New Hope, MS||Mar 2012 - Aug 2012||< 1|
|Olympia Fields Country Club||Olympia Fields, IL||May 2009 - Oct 2010||1|
|Garden Valley Golf Club||Lindale, TX||Jun 2006 - Aug 2008||2|
|Lindale High School||Lindale, TX||Aug 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
|S63||Uniform Securities State Law Examination||May 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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