Lewis Burge, financial advisor Saint Augustine FL

Lewis Burge

CRD 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.

Similar Advisors
Catherine Stone, financial advisor Saint Augustine FL
Catherine L. Stone
CRD# 2725491
Ameriprise Financial Services, LLC
Similar Advisors
Margo Abdo, financial advisor Saint Augustine FL
Margo Abdo
CRD# 2581945
Deutsche Bank Securities Inc.
Similar Advisors
Marcos Acevedo, financial advisor Saint Augustine FL
Marcos A. Acevedo
CRD# 2836509
Securities America Advisors, Inc.
Company Name Location Dates Years
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
Contact Info for Lewis W. Burge
Phone Number: 904-806-1242
Registered State(s):
  • FL
  • IA
Current Firm Details
First Financial Advisors, LLC
Firm's CRD Number: 134897
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $75,483
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, IA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.