Walter J. Burr
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Walter Jeffrey Burr, who also goes by Jeff Burr, Jeffrey Walter Burr, Jeffrey Burr, W Jeff Burr, W Jeffrey Burr, was a registered financial professional .
Walter is a previously registered financial professional and started their career in finance in 1972. Walter had worked at 10 firms and has passed the Series 63, SIE, Series 5, PC and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 1, 2016 - June 29, 2018
SUMMIT FINANCIAL GROUP INC
September 1, 2016 - June 29, 2018
SUMMIT BROKERAGE SERVICES, INC.
February 7, 2003 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
March 4, 1997 - February 7, 2003
THE MASTERS, INC.
July 5, 1988 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
December 4, 1984 - July 15, 1988
CITIGROUP GLOBAL MARKETS INC.
April 12, 1982 - December 5, 1984
UBS FINANCIAL SERVICES INC.
January 29, 1979 - April 19, 1982
LEHMAN BROTHERS INC.
May 21, 1976 - January 26, 1979
REINHOLDT & GARDNER INCORPORATED
May 4, 1973 - June 6, 1976
BLYTH EASTMAN DILLON & CO. INCORPORATED
September 1, 1972 - June 14, 1973
A. G. EDWARDS & SONS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 5
Date: 10/17/1981
Interest Rate Options ExaminationPC
Date: 5/13/1977
AMEX Put and Call ExamSeries 1
Date: 8/19/1972
Registered Representative ExaminationCurrent Firm
SUMMIT FINANCIAL GROUP INC
CRD#: 109485 / SEC#: 801-56645
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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