Wesley Burroughs
Wesley Burroughs is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Bellevue, WA, with 6 years of industry experience. Wesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
11100 NE 8th St., Suite#300, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Financial
February 2017Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Snider Financial Group
Coldstream Wealth Management
Coldstream Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations51 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.
Exams
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