Joshua
Sullivan
Burlington Alliance Capital Management, LLC
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About this Advisor
Joshua Sullivan is a financial advisor working out of Myrtle Beach, South Carolina with a total of 2 years of industry experience. Sullivan is an advisor for Burlington Alliance Capital Management, LLC. Throughout their career, they have worked at Vacationmb, Century 21 Stopper And Associates, Spears Construction Company, Quik Trip, National Car Rental, Primerica Financial Services, Pfs Investments Inc, Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Sullivan holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in North Carolina and South Carolina. Burlington Alliance Capital Management, LLC is a financial advisory business based in Burlington, NC. The company has offices in 17 locations and a total of 18 employees. It handles $129 million in total assets among its 1,081 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,081 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in investable assets. Burlington Alliance Capital Management, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on which services are provided. Fees charged by Burlington Alliance Capital Management, LLC may include any combination 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 Sullivan Work History
Joshua has been registered as a financial advisor for 2 years.*
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Primerica Financial Services
Pfs Investments Inc
Vacationmb
Century 21 Stopper And Associates
Spears Construction Company
Quik Trip
National Car Rental
*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 Sullivan 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
Saint Petersburg, FL
Williamston, SC
Sarasota, FL
Salem, MO
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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