Unclaimed
Scott Edward Burman is a financial advisor with Valic Financial Advisors, Inc. Scott has been in the financial services industry since 1994. Scott is registered with the state of Texas as both a Registered Representative and an Investment Advisor Representative. Scott specializes in providing financial planning services and portfolio management for individuals. Scott also provides services 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
TX
08/20/2014 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
08/04/2014 - 08/16/2021
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
09/23/2013 - 07/14/2014
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
02/24/1994 - 05/29/2013
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 07/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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