Jeffrey Burney, financial advisor Cartersville GA
93 score

Jeffrey Burney

CRD Number: 4608847
Current Firm: Cetera Investment Advisers LLC

Jeffrey Burney (CRD# 4608847) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cartersville, GA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Catersville, GA Aug 2014 - Current 2
Cetera Investment Services LLC St.cloud, MN Aug 2014 - Current 2
Regions Bank Catersville, GA Jul 2014 - Current 2
Triad Advisors, Inc. Norcross, GA Jan 2014 - Jul 2014 < 1
Lpl Cartersville, GA Jan 2013 - Jan 2014 1
Bank Of America Merchant Services Atlanta, GA Nov 2011 - Nov 2012 1
Bank Of America Atlanta, GA Jul 2010 - Nov 2011 1
Shorter University Rome, GA Aug 2009 - May 2011 1
Unemployed Cartersville, GA Apr 2009 - Jul 2010 1
Bartow County Bank Cartersville, GA Sep 2006 - Apr 2009 2
The Salon At Westend Commons, LLC Cartersville, GA May 2004 - May 2008 4
Wachovia Securities, LLC Decatur, GA Jun 2003 - Sep 2006 3
Wachovia Bank, N.a. Decatur, GA Jul 2002 - Sep 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Jeffrey D. Burney
Phone Number: 888-528-2987
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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