James Burgess (CRD# 5702423) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Louis, MO and has over 14 years of experience in the finance industry. James Burgess has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purk & Associates, P.c. | St Louis, MO | Mar 2024 - Current | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Aug 2020 - Current | 3 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2020 - Current | 3 |
| Purk Advisors | St Louis, MO | Sep 2009 - Current | 14 |
| Missouri National Guard | St Louis, MO | Jun 2007 - Current | 16 |
| Purk & Associates, P.c. | St. Louis, MO | Jun 2009 - Mar 2024 | 14 |
| Avantax Insurance Services | St. Louis, MO | Oct 2019 - Aug 2020 | < 1 |
| Avantax Advisory Services | Irving, TX | Oct 2019 - Aug 2020 | < 1 |
| Avantax Investment Services, Inc. | Saint Louis, MO | Oct 2019 - Aug 2020 | < 1 |
| 1st Global Capital Corp. | St. Louis, MO | Oct 2009 - Oct 2019 | 10 |
| 1st Global Advisors, Inc. | Saint Louis, MO | Oct 2009 - Oct 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- MO
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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