Russel Burgess, financial advisor Mystic CT
93 score

Russel Burgess

CRD Number: 1449149
Current Firm: Charles Schwab & Company, Inc.

Russel Burgess (CRD# 1449149) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mystic, CT and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Co, Inc. Mystic, CT Feb 2013 - Current 3
The Washington Trust Company Westerly, RI Jul 2000 - Feb 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Russel W. Burgess
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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