Craig Burgess, financial advisor North Canton OH

Craig Burgess

CRD Number: 6437652
Current Firm: Ameriprise Financial Services, LLC
Compensation Model: Both
Craig Burgess (CRD# 6437652) is an Investment Advisor Representative working at Edward Jones in Fairlawn, OH and has 1 year of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Ameriprise Financial Services North Canton, OH Dec 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton, OH Sep 2019 - Dec 2022 3
Edward Jones St. Louis, MO Jan 2015 - Sep 2019 4
Nlc Loans Fairlawn, OH Jun 2014 - Jan 2015 < 1
Irongate Home Finance Charlotte, NC Apr 2014 - May 2014 < 1
Unemployed Cleveland, OH Dec 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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