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Eric Robert Burnside

ORCHARD SECURITIES
Pleasant Grove, UT
·CRD# 4795878·22 years experience

Professional Summary

Eric Robert Burnside, who also goes by Eric Burnside, is a registered financial advisor currently at ORCHARD SECURITIES, LLC located in Pleasant Grove, Utah. Eric is registered as a RR (Registered Representative) and started their career in finance in 2004. Eric has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Burnside

Blog Corner

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Videos & Posts

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

ORCHARD SECURITIES, LLC·CRD# 133378
BD
365 Garden Grove Lane, Suite 100 Suite 100, Pleasant Grove, UT 84062
August 14, 2015 - Present
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Salt Lake City, UT
June 5, 2014 - August 14, 2015
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Salt Lake City, UT
May 21, 2014 - August 11, 2015
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Salt Lake City, UT
January 3, 2011 - May 6, 2014
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Salt Lake City, UT
January 3, 2011 - May 6, 2014
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
RIA
Salt Lake City, UT
August 11, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
BD
Salt Lake City, UT
February 22, 2008 - January 3, 2011
EDWARD JONES·CRD# 250
BD
St Louis, MO
September 8, 2004 - June 18, 2007

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Current Firm

OS
ORCHARD SECURITIES, LLC

JOSEPH CAMERON | ORCHARD SECURITIES, LLC | JOSEPH CAMERON, LLC | JOSEPH CAMERON LLC

CRD#: 133378 / SEC#: 8-66719
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062

Mailing Address

365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062

Phone Number

(801) 316-4301

Established

Utah since 09/27/2005

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CREEKSIDE LAND DEVELOPMENT, LLCMEMBER—
FAR VISIONS, LLCMEMBER—
NORTH CANYON ENTERPRISES, LLCMEMBER—
TOTTENHAM INVESTMENTS, LLCMEMBER—
TRIPLE CROWN SECURITES, LLCMEMBER—
BADALAMENTI, CHARLES RICHARDFINOP2065038
BRADBURN, KEVIN CHRISTOPHERMANAGER, CHIEF EXECUTIVE OFFICER2718206
GARRETT, TAYLOR WESTONPRESIDENT4829547
SANTIAGO-PAEZ, SAMANTHA CRYSTALCHIEF COMPLIANCE OFFICER4369755

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/5/2018)
RR
California
(8/14/2015)
RR
Connecticut
(2/6/2018)
RR
Delaware
(1/19/2017)
RR
District of Columbia
(1/11/2017)
RR
Florida
(1/10/2017)
RR
Georgia
(1/11/2017)
RR
Kentucky
(2/5/2018)
RR
Maine
(2/5/2018)
RR
Maryland
(1/9/2017)
RR
Massachusetts
(1/9/2017)
RR
Mississippi
(2/5/2018)
RR
New Hampshire
(2/5/2018)
RR
New Jersey
(1/10/2017)
RR
New York
(8/14/2015)
RR
North Carolina
(1/12/2017)
RR
Ohio
(1/9/2017)
RR
Pennsylvania
(1/9/2017)
RR
Rhode Island
(2/8/2018)
RR
South Carolina
(1/11/2017)
RR
Tennessee
(8/13/2019)
RR
Utah
(8/14/2015)
RR
Vermont
(2/6/2018)
RR
Virginia
(1/18/2017)
RR
West Virginia
(2/15/2018)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2004About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Eric Robert Burnside's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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