Lewis Burge (CRD# 2942317) is an Investment Advisor Representative working at First Financial Advisors, LLC in Saint Augustine, FL and has over 26 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 1575083
Ameriprise Financial Services, LLC
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Financial Advisors, LLC | Saint Augustine, FL | Jan 2006 - Current | 18 |
| First Financial Education Centers | Saint Augustine, FL | Oct 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- FL
- IA
-
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)
- Other
- 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)
FL, IA
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