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Jeffrey Lynn Burr

CAPSTONE CAPITAL GROUP, INC.·HENDERSON, Nevada
Unclaimed Profile
2600 PASEO VERDE PARKWAY, HENDERSON, NV 89074-7167CRD# 4083249Firm CRD# 123764
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About

Jeffrey Lynn Burr is a registered financial advisor based in HENDERSON, Nevada, affiliated with CAPSTONE CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPSTONE CAPITAL LLC
CAPSTONE CAPITAL WEALTH ADVISORS
AUM
$321M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4083249
Firm CRD# 123764
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Lynn Burr offer?
Jeffrey Lynn Burr specializes in Financial Planning, Investment Management. Contact their office in HENDERSON, Nevada for a consultation.
What are Jeffrey Lynn Burr's credentials?
Jeffrey Lynn Burr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lynn Burr located?
Jeffrey Lynn Burr is based in HENDERSON, Nevada, working with CAPSTONE CAPITAL GROUP, INC.. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.
How does Jeffrey Lynn Burr charge for services?
Jeffrey Lynn Burr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE CAPITAL GROUP, INC.?
CAPSTONE CAPITAL GROUP, INC. has approximately 5 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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