Unclaimed Profile

Art Neal Burtscher

WESTWOOD ADVISORS, L.L.C·DALLAS, Texas

SIE, Series 6, Series 63, Series 65Clean record25 years registeredWESTWOOD ADVISORS, L.L.C

200 CRESCENT COURT, DALLAS, TX 75201CRD# 4334943Firm CRD# 132162

Profile Verification

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

Identity

Art Neal Burtscher · DALLAS, TX

Registration

CRD #4334943 · WESTWOOD ADVISORS, L.L.C · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTWOOD ADVISORS, L.L.C

WESTWOOD WEALTH MANAGEMENT

Sep 2004 – Apr 2019

OMAHA, NE

MCCARTHY GROUP ASSET MANAGEMENT

Mar 2001 – Sep 2004

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · March 7, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTWOOD ADVISORS, L.L.C

CRD 132162 · SEC 801-63410

AUM

$433M

Regulatory assets under management

Employees

383 client accounts

Services offered by WESTWOOD ADVISORS, L.L.C

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WESTWOOD ADVISORS, L.L.C →

Introduction

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Frequently Asked Questions

What services does Art Neal Burtscher offer?

Art Neal Burtscher specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Art Neal Burtscher's credentials?

Art Neal Burtscher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Art Neal Burtscher located?

Art Neal Burtscher is based in DALLAS, Texas, last registered with WESTWOOD ADVISORS, L.L.C.

How does Art Neal Burtscher charge for services?

Art Neal Burtscher's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTWOOD ADVISORS, L.L.C?

WESTWOOD ADVISORS, L.L.C has approximately 68 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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