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Jeffrey Lynn Burr

Capstone Capital Wealth Advisors

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About Jeffrey Lynn Burr

Jeffrey Lynn Burr is a registered investment advisor representative with Capstone Capital Wealth Advisors based in Henderson, NV. Jeffrey has been in the industry since 1983 and has worked with a number of firms including Western International Securities, Inc., Sentra Securities Corporation, and Great American Investors, Inc.. Jeffrey currently holds a Series 6 and a Series 66 license and specializes in providing financial planning and portfolio management services for individuals, high net worth individuals, and charitable organizations.

Firm Information

Jeffrey Burr is currently registered with Capstone Capital Wealth Advisors. Capstone Capital Wealth Advisors is a Registered Investment Advisor (RIA) located in Henderson, NV. With a focus on financial planning and portfolio management for individuals and high-net-worth individuals, the firm manages approximately $321.3 million in assets. The firm's client base includes individuals, high-net-worth individuals, charitable organizations, and banking or thrift institutions.
Capstone Capital Wealth Advisors

2600 PASEO VERDE PARKWAY

HENDERSON, NV 89074-7167

$321.30M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Burr’s Registration & Firm History

NV

03/26/2009 - Present

Capstone Capital Wealth Advisors (HENDERSON NV)

CA

09/24/2002 - 12/02/2005

WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)

AZ

02/14/2002 - 08/21/2002

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

KS

01/21/2000 - 03/08/2002

GREAT AMERICAN INVESTORS, INC. (OVERLAND PARK KS)

AZ

08/31/2001 - 10/15/2001

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 05/05/2000

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/13/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Lynn Burr.
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