Webster BurrierCRD Number: 7061229
Current Firm: Dominion Wealth Management, LLC
Webster Burrier (CRD# 7061229) is an Investment Advisor Representative working at Dominion Wealth Management, LLC in Wilmington, NC and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Tilia Fiduciary Partners, Inc.
Commonwealth Financial Network
|Dominion Wealth Management, LLC||Willmington, NC||Jul 2021 - Current||1|
|Avantax Investment Services, Inc.||Wilmington, NC||Jan 2021 - Jul 2021||< 1|
|Avantax Advisory Services||Wilmington, NC||Jan 2021 - Jul 2021||< 1|
|Avantax Insurance Agency, LLC||Wilmington, NC||Jan 2021 - Jul 2021||< 1|
|Dominion Wealth Management||Wilmington, NC||Nov 2020 - Jul 2021||< 1|
|Mml Investors Services||Hunt Valley, MD||Jan 2019 - Nov 2020||1|
|Massmutual||Hunt Valley, MD||Dec 2018 - Nov 2020||1|
|Thompson Financial Group||Hunt Valley, MD||Nov 2018 - Nov 2020||2|
|Aston Carter, Inc.||Hanover, MD||Aug 2018 - Oct 2018||< 1|
|Alpha Landscaping Contractors||Manchester, MD||Jan 2018 - Jul 2018||< 1|
|University Of Pittsburgh||Johnstown, PA||Aug 2013 - Dec 2017||4|
|Country Club Of York||York, PA||Apr 2015 - Aug 2016||1|
|Genesis Golf Trips||York, PA||Jan 2014 - May 2014||< 1|
|Southern York County School District||Glen Rock, PA||Aug 2000 - Aug 2013||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management36MILLIONS
Total Number of Accounts108ACCOUNTS
Average Account Value$331,169
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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