Carina
Medina-Perez
Burrus
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About this Advisor
Carina Medina-Perez is a financial advisor operating in Salt Lake City, Utah. Medina-Perez is on the advisory team at Burrus. Their career trajectory has included roles at Burrus Financial Services, Inc and Fresh Market. Medina-Perez is approved to serve investors in Texas. Burrus is a financial advisory business that has its headquarters in Salt Lake City, UT. It has $203 million in assets under management between its 370 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 370 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets. Burrus provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types charged by Burrus typically consist of asset-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Burrus Brokerage Details
$202,587,070
4
370
$547,533
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Carina Medina-Perez Work History
Carina has been registered as a financial advisor for 0 years.*
Burrus Financial Services, Inc
Fresh Market
*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 Carina Medina-Perez 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 Burrus
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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