Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Burdett is an investment advisor representative registered with Integrated Advisors Network LLC. James is a highly experienced financial professional, holding a Series 66 and 7 license, as well as Series 99TO, Series 6TO and SIE licenses. James is an active financial professional, and has previously worked with Cambridge Investment Research, Inc., W&S Brokerage Services, Inc., Securities America, Inc., and Wells Fargo Advisors, LLC. James Burdett is registered to provide investment advice in 18 states.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/08/2021 - Present
Integrated Advisors Network LLC (DALLAS TX)
NV
08/09/2017 - 03/03/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (HENDERSON NV)
NV
01/06/2017 - 08/15/2017
W&S BROKERAGE SERVICES, INC. (Las Vegas NV)
NV
10/14/2013 - 01/22/2016
SECURITIES AMERICA, INC. (LAS VEGAS NV)
NV
03/19/2012 - 08/13/2013
WELLS FARGO ADVISORS, LLC (HENDERSON NV)
BOTH
Issued 05/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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