Steven L. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Lynn Burks's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 18, 2011 - Present
AMERIGO ASSET MANAGEMENT CORPORATION
Office #1: 4410 Library Street, Port Charlotte, FL 33948Office #2: 4410 Library Street, Port Charlotte, FL 33948August 30, 2002 - May 24, 2010
CULLUM & BURKS SECURITIES, INC.
June 2, 1999 - May 24, 2010
CULLUM & BURKS SECURITIES, INC.
July 30, 1997 - December 31, 1998
MOMENTUM INDEPENDENT NETWORK INC.
February 8, 1988 - August 6, 1997
CULLUM & SANDOW SECURITIES, INC.
February 21, 1986 - January 12, 1988
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/15/2019)
(7/18/2011)
Exams
Series 8
Date: 4/9/1986
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AMERIGO ASSET MANAGEMENT CORPORATION
CRD#: 153607 / SEC#: 801-71330
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 3,893,839 |
Red Flags
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