Thomas Burdg (CRD# 1370635) is an Investment Advisor Representative working at Tbcpa, Inc. in Fernandina Beach, FL and has over 31 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tbcpa, Inc. | Amelia City, FL | Jan 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- FL
- GA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$443,467
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA
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