Alfonso BurgosCRD Number: 2790301
Current Firm: Financial Engines Advisors LLC
Alfonso Burgos (CRD# 2790301) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Bethesda, MD and has over 27 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Financial Engines Advisors LLC||Sunnyvale, CA||Nov 2018 - Current||4|
|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|
Total Assets Under Management241,970MILLIONS
Total Number of Accounts1,594,707ACCOUNTS
Average Account Value$151,733
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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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