Eric Burstock (CRD# 1586260) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 37 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trek Financial | Scottsdale, AZ | Dec 2018 - Current | 5 |
Eric Burstock, Cpa | Winchester, VA | Dec 1997 - Current | 26 |
Reap Of Virginia, Inc. | Winchester, VA | Dec 1985 - Current | 38 |
Horter Investment Management, LLC | Winchester, VA | Aug 2014 - Dec 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1987 |
S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
- VA
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Total Assets Under Management2,260MILLIONS
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Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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