Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillon? Claim Your ProfileDillon Burr is a financial advisor with Raymond James & Associates, Inc. Dillon Burr is a registered representative in the state of Texas and has been in the industry since August 2022. Dillon Burr holds the Series 7TO, Series 66 and SIE licenses. Dillon Burr has a wide range of experience in providing financial advice to individual and corporate clients. Dillon Burr focuses on helping clients reach their financial goals through investment planning, retirement planning, and college savings planning. Dillon Burr can provide clients with personalized financial advice and recommendations. Dillon Burr is committed to building long-term relationships with clients based on trust and transparency.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/17/2022 - Present
Raymond James & Associates, Inc. (Houston TX)
BOTH
Issued 10/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dillon Burr is the right advisor for you? Invested Better is here to help.
