Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Alice Burson is an Investment Advisor Representative associated with St. James Investment Company, LLC, a registered investment advisor located in Southlake, TX. Amy has been in the financial services industry since September 2009. Amy has earned the Series 65 license by passing the Uniform Investment Adviser Law Examination. The firm is registered in Texas and currently has 4 investment advisor representatives. The firm has a significant client base with assets under management of over $660 million. St. James Investment Company specializes in providing investment advice to individuals, businesses, and investment companies. The firm offers a range of services including portfolio management, financial planning, and investment management for businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
07/13/2010 - Present
ST. James Investment Company, LLC (SOUTHLAKE TX)
IA
Issued 08/24/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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