Albert H. Burchfield

NAVELLIER & ASSOCIATES

RENO, NV 89501-2107

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CRD#: 1093351

Professional summary

Albert Horne Burchfield IV, who also goes by Albert Horne IV Burchfield, Peter Burchfield, is a registered financial advisor currently at NAVELLIER & ASSOCIATES INC located in Reno, Nevada.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Albert has worked at 4 firms and has passed the Series 65, Series 63, Series 2 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Albert Horne Iv Burchfield | Peter Burchfield

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Horne Burchfield IV's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 16, 2007 - Present

NAVELLIER & ASSOCIATES INC

Office #1: One E. Liberty, Suite 504, Reno, NV 89501-2107

RIA

CRD#: 107568

RENO, NV

Past

July 30, 2002 - October 31, 2006

NAVELLIER SECURITIES CORP.

CRD#: 34861

RENO, NV

Past

June 27, 1995 - July 2, 2002

DELAWARE DISTRIBUTORS, L.P.

CRD#: 14232

PHILADELPHIA, PA

Past

January 25, 1983 - June 9, 1995

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAVELLIER & ASSOCIATES INC

CRD#: 107568 / SEC#: 801-30582

RIA

Registered Investment Advisory firm - (10/30/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(3/1/2007)

IAR

Texas
(2/16/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 6/16/1993

Non-Member General Securities Examination

General Industry/Product Exam

Series 6

Date: 1/24/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NAVELLIER & ASSOCIATES INC

CRD#: 107568 / SEC#: 801-30582

RIA

Registered Investment Advisory firm - (10/30/1987 Approved)

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Contact information

Main Address

One E. Liberty, Suite 504, Reno, NV 89501-2107

Mailing Address

Phone number

(775) 785-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAV ASSOC PART 2-07-04-2025 (7/4/2025)

Regulatory assets under management

Total Number of Accounts	1,308
AUM (Assets Under Management)	$ 882,832,800

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Albert H. Burchfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Horne Burchfield IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVELLIER SECURITIES CORP.

DELAWARE DISTRIBUTORS, L.P.

FEDERATED SECURITIES CORP.

Primary Firm SEC Registration

NAVELLIER & ASSOCIATES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/1993

Series 63

Date: 1/25/1983

Series 2

Date: 6/16/1993

Series 6

Date: 1/24/1983

Current Firm

NAVELLIER & ASSOCIATES INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVELLIER & ASSOCIATES INC

TRUST BUT VERIFY

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