David Burgess, financial advisor Arlington VA
90 score

David Burgess

CRD Number: 5549859
Current Firm: Creative Planning

David Burgess (CRD# 5549859) is an Investment Advisor Representative working at Creative Planning in Arlington, VA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Creative Planning Arlington, VA Feb 2014 - Current 2
Freed Advisors Chevy Chase, MD Aug 2010 - Jan 2014 3
Raffa Wealth Management LLC Rockville, MD May 2008 - Jul 2010 2
Fannie Mae Washington, DC Sep 2006 - Apr 2008 1
Fannie Mae Washington, DC Oct 2004 - Sep 2006 1

David Burgess has no recent exams reported.
Contact Info for David M. Burgess
Phone Number: 913-338-2727
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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