Elizabeth Burgess (CRD# 6715303) is an Investment Advisor Representative working at Advisory Advocates LLC in Grand Rapids, MI and has over 7 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Advocates, LLC | Grand Rapids, MI | Feb 2021 - Current | 3 |
| Legacy Planning & Associates, Inc. | Grand Rapids, MI | Jan 2021 - Oct 2023 | 2 |
| Legacy Planning & Associates, Inc. | Grand Rapids, MI | Jan 2020 - May 2023 | 3 |
| Voya Financial Advisors | Grand Rapids, MI | Feb 2018 - Jan 2020 | 1 |
| Voya Financial Advisors | Grand Rapids, MI | Mar 2017 - Jan 2020 | 2 |
| David A Koetje And Assoc. Inc Dba Solid Rock Investing | Grand Rapids, MI | Feb 2017 - Jan 2020 | 2 |
| Bankers Life Advisory Services, Inc. | Grand Rapids, MI | Jan 2017 - Feb 2017 | < 1 |
| Bankers Life Securities Inc. | Grand Rapids, MI | Nov 2016 - Feb 2017 | < 1 |
| Bankers Life | Grand Rapids, MI | Sep 2015 - Feb 2017 | 1 |
| Kate Spade Outlet | Byron Center, MI | Jun 2015 - Aug 2016 | 1 |
| Grand Valley State University | Allendale, MI | Aug 2014 - May 2015 | < 1 |
| Anthropologie | Grand Rapids, MI | Oct 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- IN
- KY
- MI
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts489ACCOUNTS
-
Average Account Value$167,816
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IA, IN, KY, MI, TX
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