Unclaimed Profile

Amy Alice Burson

ST. JAMES INVESTMENT COMPANY, LLC·DALLAS, Texas

Series 65Clean record16 years registeredST. JAMES INVESTMENT COMPANY, LLC

3838 OAK LAWN AVENUE, DALLAS, TX 75219CRD# 5153007Firm CRD# 124777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Alice Burson · DALLAS, TX

Registration

CRD #5153007 · ST. JAMES INVESTMENT COMPANY, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ST. JAMES INVESTMENT COMPANY, LLC

Jul 2010 – present

LIBERTY FUNDS GROUP

Aug 2009 – Nov 2015

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ST. JAMES INVESTMENT COMPANY, LLC

CRD 124777 · SEC 801-61779

AUM

$662M

Regulatory assets under management

Employees

1,288 client accounts

Services offered by ST. JAMES INVESTMENT COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ST. JAMES INVESTMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Alice Burson offer?

Amy Alice Burson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are Amy Alice Burson's credentials?

Amy Alice Burson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Alice Burson located?

Amy Alice Burson is based in DALLAS, Texas, working with ST. JAMES INVESTMENT COMPANY, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Amy Alice Burson charge for services?

Amy Alice Burson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ST. JAMES INVESTMENT COMPANY, LLC?

ST. JAMES INVESTMENT COMPANY, LLC has approximately 5 employees and manages $662M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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