Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merrick? Claim Your ProfileMerrick Green Burleson is a financial advisor with over 45 years of experience in the financial services industry. Merrick is a registered representative of Colonial River Wealth Management LLC and is a licensed investment advisor representative in the state of Virginia. Merrick holds a Series 1, 6, 63, and 65 license. His primary focus is on providing financial planning, portfolio management, and retirement planning services to individual clients.
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.
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.
1
2
VA
05/06/2021 - Present
Colonial River Wealth Management LLC (MIDLOTHIAN VA)
VA
10/03/1996 - 05/04/2021
VOYA FINANCIAL ADVISORS, INC. (FREDERICKSBURG VA)
MD
08/23/1993 - 09/17/1996
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
MD
12/18/1990 - 08/26/1993
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
03/13/1986 - 12/19/1990
ARUNDEL SECURITIES, INC.
NA
11/22/1983 - 02/08/1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
11/10/1977 - 12/18/1985
MANEQUITY, INC.
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/01/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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