Keith J. Burbank
Professional summary
Keith James Burbank, who also goes by Keith J Burbank, is a registered financial advisor currently at CAPITOL WEALTH MANAGEMENT located in Concord, New Hampshire.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Keith has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Keith James Burbank's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2017 - Present
CAPITOL WEALTH MANAGEMENT
Office #1: 3 North Spring St Suite 200, Concord, NH 03301January 15, 2014 - April 28, 2017
BOSTON ASSET MANAGEMENT, 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
(5/4/2017)
Current Firm
CAPITOL WEALTH MANAGEMENT
CRD#: 287875 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 34,723,621 |
Red Flags
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