Stephen
Estrada
Burrus
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About this Advisor
Stephen Estrada is a financial advisor based in Salt Lake City, Utah, working with Burrus. Stephen has previously held a position at Burrus Financial Services, Inc. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Texas and Utah. Currently, Stephen is part of Burrus, which operates out of Salt Lake City, Utah. The firm has 5 employees and manages assets totaling $228.4 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Burrus includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Burrus Brokerage Details
$228,366,950
5
375
$608,979
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Estrada Work History
Burrus Financial Services, Inc
Disclosures
Please visit the SEC profile of Stephen Estrada 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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