Colleen Burgess, financial advisor Weirton WV

Colleen Burgess

CRD Number: 5510212
Current Firm: Huntington Financial Advisors

Colleen Burgess (CRD# 5510212) is an Investment Advisor Representative working at Huntington Financial Advisors in Weirton, WV and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Mar 2015 - Current 9
Wells Fargo Advisors LLC Wheeling, WV Jul 2011 - Mar 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Sep 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Colleen Burgess
Phone Number: 800.322.4600
Registered State(s):
  • OH
  • TX
  • WV
By the Numbers
  • Total Assets Under Management
    5,197
    MILLIONS
  • Total Number of Accounts
    32,956
    ACCOUNTS
  • Average Account Value
    $157,688
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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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