Mackenzie Burrus (CRD# 7047825) is an Investment Advisor Representative working at Edward Jones in Wichita Falls, TX and has over 4 years of experience in the finance industry.
CRD# 2616589
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6721259
Dinergy
CRD# 1938011
Mercantile Investment Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St. Louis, MO | Sep 2020 - Current | 3 |
Unemployed | Wichita Falls, TX | May 2019 - Aug 2020 | 1 |
Edward Jones | St Louis, MO | Dec 2018 - May 2019 | < 1 |
Unemployed | Wichita Falls, TX | Aug 2018 - Dec 2018 | < 1 |
Midwestern State University | Wichita Falls, TX | Aug 2014 - Aug 2018 | 4 |
Thompson Family | Wichita Falls, TX | Oct 2016 - Jan 2017 | < 1 |
Kirkland's | Wichita Falls, TX | Nov 2015 - Sep 2016 | < 1 |
Dollar General | Vernon, TX | Jun 2015 - Aug 2015 | < 1 |
Shaw's Salon | Vernon, TX | Jan 2014 - Jun 2014 | < 1 |
Vernon High School | Vernon, TX | May 2010 - May 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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