Lewis BurgeCRD Number: 2942317
Current Firm: First Financial Advisors, LLC
Lewis Burge (CRD# 2942317) is an Investment Advisor Representative working at First Financial Advisors, LLC in Saint Augustine, FL and has over 24 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
Securities America Advisors, Inc.
|First Financial Advisors, LLC||Saint Augustine, FL||Jan 2006 - Current||16|
|First Financial Education Centers||Saint Augustine, FL||Oct 2004 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management8MILLIONS
Total Number of Accounts107ACCOUNTS
Average Account Value$75,483
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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