Alfonso Burgos, financial advisor Bethesda MD

Alfonso Burgos

CRD Number: 2790301
Current Firm: Edelman Financial Engines

Alfonso Burgos (CRD# 2790301) is an Investment Advisor Representative working at Edelman Financial Engines in Bethesda, MD and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Current 5
Edelman Financial Services LLC Fairfax, VA May 2008 - Nov 2018 10
Ef Legacy Securities, LLC L. Rainey Gray, VA Apr 2016 - Oct 2018 2
Smh Capital Inc. Houston, TX May 2008 - Apr 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Alfonso Burgos
Phone Number: 408-498-6000
Registered State(s):
  • FL
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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