Joshua
Reyes
Burlington Alliance Capital Management, LLC
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About this Advisor
Joshua Reyes is a financial advisor working in Burlington, North Carolina who has 2 years of industry experience. Reyes currently works for Burlington Alliance Capital Management, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Driftwood Hotel, A & E Heavy Hauling, Inc, Us Xpress, Inc, Ditech Financial, National Trucking School, Bank Of America, A Helping Rock, Fred Meyer Stores, Esa Management, LLC, Bank Of America, N.A, Ihearthmedia Inc, Grand Canyon University and Regions Bank. Reyes has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Florida and North Carolina. Burlington Alliance Capital Management, LLC is a firm that has its headquarters in Burlington, NC. The company has offices in 17 locations and a total of 18 advisors. It manages $129 million in total assets between its 1,081 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,081 customer accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually vary depending on which service is offered. Fee types charged by Burlington Alliance Capital Management, LLC most 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
Joshua Reyes Work History
Joshua has been registered as a financial advisor for 2 years.*
Ihearthmedia Inc
Grand Canyon University
Regions Bank
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Driftwood Hotel
Fred Meyer Stores
Esa Management, LLC
A & E Heavy Hauling, Inc
Us Xpress, Inc
Ditech Financial
National Trucking School
Bank Of America
A Helping Rock
*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 Joshua Reyes 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
Williamston, SC
Salem, MO
Saint Petersburg, FL
Burlington, NC
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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