Jeffrey
Schulz
Burlington Alliance Capital Management, LLC
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About this Advisor
Jeffrey Schulz is a financial advisor working in Saint Petersburg, Florida, with a total of 1 year of industry experience. Schulz is on the advisory team at Burlington Alliance Capital Management, LLC. Their career trajectory has included roles at Home Care Providers Of Texas, Self Employed - Physical Therapy, Burlington Alliance Capital Management, LLC, Weichert Realtors, Premier Futureguard and Direct Solar Of America. Schulz holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Florida. Burlington Alliance Capital Management, LLC is a company headquartered in Burlington, NC. It has offices in 17 locations and a total of 18 advisors. It administers $129 million in assets across its 1,081 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,081 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. Burlington Alliance Capital Management, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on the services. Fees billed by Burlington Alliance Capital Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Burlington Alliance Capital Management, LLC Brokerage Details
$128,865,287
18
1,081
$119,209
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Schulz Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Burlington Alliance Capital Management, LLC
Premier Futureguard
Direct Solar Of America
Self Employed - Physical Therapy
Weichert Realtors
Home Care Providers Of Texas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Schulz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Burlington Alliance Capital Management, LLC
Myrtle Beach, SC
Sarasota, FL
Salem, MO
Burlington, NC
Saint Petersburg, FL
Williamston, SC
Burlington, NC
Burlington, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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