linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sina Soltani

Burnham Gibson Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sina? Claim Your Profile

About Sina Soltani

Sina Soltani is an Investment Advisor Representative with Burnham Gibson Wealth Advisors, LLC, located in Tampa, Florida. Sina has been in the financial services industry since 2012. Sina is registered with the state of California and Colorado. Sina offers a variety of financial services, including financial planning, portfolio management, pension consulting and educational seminars. Sina works with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension plans.

Firm Information

Sina Soltani is currently registered with Burnham Gibson Wealth Advisors, LLC. Burnham Gibson Wealth Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. With over 32 licensed agents and 42 investment advisory functions, the firm manages approximately $4.8 billion in assets. Burnham Gibson Wealth Advisors, LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. The firm caters to a diverse clientele, including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.
Burnham Gibson Wealth Advisors, LLC

4211 W. BOY SCOUT BLVD.

TAMPA, FL 33607

$4.81B

Assets Under Management

320

Total Clients

17

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Value of plan assets

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sina Soltani’s Registration & Firm History

FL

03/12/2021 - Present

Burnham Gibson Wealth Advisors, LLC (TAMPA FL)

Not sure if Sina Soltani is right for you?

Licenses & Designations

IA

Issued 02/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sina Soltani.
Not sure if Sina Soltani is right for you?