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BS

Burdett H. Streeter

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CRD#: 866110
BS

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.

Burdett Hale Streeter II, who also goes by Burdett Hale Streeter, Hale Burdett Streeter II, Hale Burdett Streeter, was a registered financial professional .

Burdett is a previously registered financial professional and started their career in finance in 1979. Burdett had worked at 10 firms and has passed the Series 63, Series 6, Series 1 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Burdett Hale Streeter | Hale Burdett Streeter Ii | Hale Burdett Streeter

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 18, 2014 - February 28, 2018

RED SEVEN

RIA
CRD#: 168542
ESCONDIDO, CA
Past

December 10, 2008 - May 26, 2010

STRONGTOWER FINANCIAL, INC.

BD
CRD#: 35504
FRESNO, CA
Past

October 8, 1991 - June 26, 1995

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

May 31, 1989 - June 19, 1990

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

June 8, 1988 - October 27, 1988

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

September 8, 1987 - May 5, 1988

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA
Past

October 4, 1984 - July 28, 1987

GRANITE CAPITAL

BD
CRD#: 15219
Past

August 7, 1981 - November 13, 1984

ALL SERVICES FINANCIAL CENTER

BD
CRD#: 7832
Past

November 20, 1980 - September 12, 1981

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

January 30, 1980 - May 15, 1980

ALL SERVICES FINANCIAL CENTER

BD
CRD#: 7832
Past

July 9, 1979 - March 26, 1980

STRIDE SECURITIES

BD
CRD#: 6890
Past

May 16, 1979 - May 31, 1985

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/10/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/7/1979
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


RS
RED SEVEN
RED SEVEN | RICHARDSON JR., JOHN E

CRD#: 168542 / SEC#:

Arizona
Registered Investment Advisory firm - (5/2/2025 Approved)
California
Registered Investment Advisory firm - (10/15/2013 Approved)
Montana
Registered Investment Advisory firm - (6/4/2024 Approved)
Texas
Registered Investment Advisory firm - (12/7/2021 Conditional Restricted)
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Contact information


Main Address
960 Canterbury Place Suite 210, Escondido, CA 92025
Mailing Address
Phone number
(760) 705-3520
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts708
AUM (Assets Under Management)$ 83,638,000

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


RED SEVEN

CRD#: 168542

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