TrueAdvisor
TrueAdvisor
EB
CFP
EB
CFP

Evelyn Marie Burgett

Momentum Independent Network INC.
28 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Momentum Independent Network INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only

Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Momentum Independent Network INC.Broker
April 2024 - Present · 1 yr 10 mos
Momentum Independent Network INC.
February 2024 - Present · 2 yrs
Hilltop Securities Asset Management, LLC
May 2023 - Present · 2 yrs 9 mos
Hilltop Securities INC.Broker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Avantax Investment Services, INC.Broker
April 2022 - July 2022 · 3 mos
Hilltop Securities INC.Broker
December 2017 - April 2022 · 4 yrs 4 mos
Momentum Independent Network INC.Broker
December 2017 - April 2022 · 4 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2013 - July 2017 · 4 yrs 4 mos
1st Global Capital CORP.Broker
October 1997 - March 2013 · 15 yrs 5 mos
1st Global Capital CORP.Broker
August 1997 - September 1997 · 1 mo
Fidelity Brokerage Services, INC.Broker
January 1997 - September 1997 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.