AB
AB
Arlene Burson
10 Years of Experience
Albuquerque, NM
1 DisclosureBroker
Arlene Burson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Albuquerque, NM, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
8206 Louisiana Blvd NE, Suite A, Albuquerque, NM, 87113
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2022Closed-No Action
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 5 mos
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
First Command Advisory Services
March 2017 - March 2022 · 5 yrs
First Command Brokerage Services, INC.Broker
March 2017 - March 2022 · 5 yrs
Sii Investments, INC.
April 2015 - September 2016 · 1 yr 5 mos
Sii Investments, INC.Broker
February 2015 - September 2016 · 1 yr 7 mos
State Registrations6 states
CACOFLNCNMTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.