Profile
Stephen Mitchell Burroughs currently works at Capital Advisors Wealth Management LLC, as Managing Member from 2011.
Mr. Burroughs also formerly worked at Cambridge Investment Research, Inc., as Principal from 2003 to 2011.
Stephen Mitchell Burroughs active positions
| Companies | Position | Start |
|---|---|---|
Capital Advisors Wealth Management LLC
Capital Advisors Wealth Management LLC Investment ManagersFinance CAWM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. | Chief Executive Officer | 2011-08-31 |
Former positions of Stephen Mitchell Burroughs
| Companies | Position | End |
|---|---|---|
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2011-08-31 |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Capital Advisors Wealth Management LLC
Capital Advisors Wealth Management LLC Investment ManagersFinance CAWM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. | Finance |
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