Nelson Burbank, financial advisor York ME
83 score

Nelson Burbank

CRD Number: 1277035
Current Firm: Raymond James Financial Services Advisors, Inc.

Nelson Burbank (CRD# 1277035) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, ME and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. York Harbor, ME May 2013 - Current 3
Raymond James Financial Services Advisors Inc. York, ME May 2013 - Current 3
Rental Real Estate York, ME Mar 2011 - Current 5
Wells Fargo Advisors LLC Portsmouth, NH May 2009 - May 2013 4
Wachovia Securities, LLC Portsmouth, NH Jan 2008 - May 2009 1
A.g. Edwards Portsmouth, NH Apr 1984 - Jan 2008 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Feb 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Nelson S. Burbank
Phone Number: 727-567-5877
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
83

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