Warren Burger (CRD# 5402830) is an Investment Advisor Representative working at Luminary Financial Advisors, LLC in Cocoa Beach, FL and has over 4 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Luminary Financial Advisors, LLC | Cocoa Beach, FL | Aug 2019 - Current | 4 |
| Tpicap | Warwick, NY | Mar 2010 - Jul 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- FL
- NY
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$451,478
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NY
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