Heath Tyler Burch
IAR
RR
OVERVIEW
Heath Tyler Burch, CFP is a registered financial advisor at COPPER FINANCIAL located in Overland Park, Kansas.
Heath is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Heath has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Disclosures
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Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
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Advisor Information
CREDENTIALS (1)
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (10)
RR
Arizona (1/13/2020)RR
Connecticut (1/24/2020)RR
Florida (1/3/2022)RR
Kansas (5/21/2014)IAR
Kansas (5/21/2014)RR
Maryland (6/22/2023)RR
Minnesota (12/20/2016)RR
Missouri (5/21/2014)RR
South Carolina (3/18/2016)IAR
Texas (1/7/2021)SRO REGISTRATIONS (1)
RR
FINRA APPROVED
Firm Information
Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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