Steven Lynn Burks
Professional Summary
Steven Lynn Burks, who also goes by Steve Burks, is a registered financial advisor currently at AMERIGO ASSET MANAGEMENT CORPORATION located in Port Charlotte, Florida. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Steven has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 53, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steve Burks
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
AMERIGO ASSET MANAGEMENT CORPORATION | CHANNEL TREND ASSET MANAGEMENT CORPORATION | CAMPBELL KELLER ASSET MANAGEMENT INC. | CAMPBELL KELLER ASSET MANAGEMENT CORPORATION
Contact Information
Main Address
4410 Library Street, Port Charlotte, FL 33948Phone Number
(972) 250-6262# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
10AUM (Assets Under Management)
$3,893,839Similar Advisors
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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.
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State Registrations and Notice Filings
(4/15/2019)
(7/18/2011)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Apr 1986Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Lynn Burks's CRS (Customer Relationship Summary).
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