AdFi
AA

Amy Alice Burson

Investment Adviser Representative at ST. JAMES INVESTMENT COMPANY, LLC

Southlake, TXCRD #5153007Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Amy Alice Burson has worked in the securities industry since 2009. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/24/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0075
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

St. James Investment Company, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ST. JAMES INVESTMENT COMPANY, LLCCurrent
7/13/2010Southlake, TX
LIBERTY FUNDS GROUP
8/25/200911/12/2015Chicago, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ST. JAMES INVESTMENT COMPANY, LLC

4 other advisors in the directory

View ST. JAMES INVESTMENT COMPANY, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amy Alice Burson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Amy Alice Burson - Financial Advisor in Southlake, TX | AdvisorFinder