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Blaine E. Burnett

ELDON REESE ADVISORY GROUP
BEAVERTON, OR 97005
Some features on this profile are disabled
CRD#: 5827045
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Professional summary


Blaine Evans Burnett is a registered financial advisor currently at ELDON REESE ADVISORY GROUP located in Beaverton, Oregon.

Blaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Blaine has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
(1) Name: Blaine Burnett. Investment Related: Yes. Address: Same as registered location. Nature: Fixed insurance. Position: Insurance agent. Start date: 2010. Approximate hours per month: Five. Approximate hours per month during trading hours: Five. Duties: Sell insurance products. (2) Name: Blaine Burnett. Investment Related: No. Address: 23102 S. Hwy 99E, Canby, OR 97013. Nature: Horse barn. Position: Owner. Start date: 1999. Approximate hours per month: Four. Approximate hours per month during trading hours: None. Duties: Manage rental of owned horse barn.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Blaine Evans Burnett's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 24, 2023 - Present

ELDON REESE ADVISORY GROUP

Office #1: 4900 Sw Griffith Dr Suite 103, Beaverton, OR 97005
RIA
CRD#: 322069
BEAVERTON, OR
Past

May 8, 2017 - August 28, 2023

CETERA ADVISORS LLC

RIA
CRD#: 10299
SALEM, OR
Past

February 24, 2016 - August 28, 2023

CETERA ADVISORS LLC

BD
CRD#: 10299
SALEM, OR
Past

July 2, 2014 - February 25, 2016

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

April 19, 2012 - July 22, 2014

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
PORTLAND, OR
Past

September 22, 2010 - April 5, 2012

OSAIC FA, INC.

BD
CRD#: 3978
TUALATIN, OR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(8/24/2023)
IAR
Utah
(10/3/2023)
IAR
Washington
(8/29/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/14/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ER
ELDON REESE ADVISORY GROUP
BOLINGER SOLUTIONS, LLC | ELDON REESE ADVISORY GROUP

CRD#: 322069 / SEC#:

Oregon
Registered Investment Advisory firm - (8/25/2022 Approved)
Utah
Registered Investment Advisory firm - (10/3/2023 Approved)
Washington
Registered Investment Advisory firm - (2/9/2023 Approved)
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Contact information


Main Address
4900 Sw Griffith Dr Suite 103, Beaverton, OR 97005
Mailing Address
Phone number
(503) 908-6397
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts256
AUM (Assets Under Management)$ 38,311,000

Red Flags


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.

Company Information


ELDON REESE ADVISORY GROUP

CRD#: 322069Beaverton, OR 97005

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