Stephen Burroughs
Stephen Burroughs is a registered investment advisor at Capital Advisors Wealth Management, LLC, based in Chattanooga, TN, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 55 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are non-negotiable.
Fee Estimator
Location
Chattanooga, TN
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent for various companies and owns a rental property since 2007. He spends minimal time on the rental property.
Employment History
Current Registrations
Capital Advisors Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Woodbury Financial Services, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.