Adam Burleson is a registered investment advisor, based in Lake Oswego, OR, with 16 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Lake Oswego, OR
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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
Russell Investments Financial Services, LLC
August 2015 - Present · 11 yrs 2 mos
Russell Investments
August 2015 - Present · 11 yrs 2 mos
Russell Investments Financial Services, LLCBroker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2013 - July 2015 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
May 2013 - July 2015 · 2 yrs 2 mos
Edward Jones
August 2010 - May 2013 · 2 yrs 9 mos
Edward JonesBroker
June 2010 - May 2013 · 2 yrs 11 mos
State Registrations2 states
FLWA
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.
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