Annemarie BurgessCRD Number: 4626202
Current Firm: Raymond James & Associates, Inc.
Annemarie Burgess (CRD# 4626202) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 13 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services||St. Petersburg, FL||Apr 2013 - Current||4|
|Raymond James & Associates, Inc.||St. Petersburg, FL||May 2011 - Current||5|
|Next Financial Group Inc.||Melbourne, FL||Aug 2010 - Apr 2011||< 1|
|Heron Financial Partners||Melbourne, FL||May 2010 - Apr 2011||< 1|
|Unemployed||Melbourne, FL||Sep 2009 - May 2010||< 1|
|Haru Sushi Bar And Grill||W. Melbourne, FL||Feb 2009 - Sep 2009||< 1|
|Ford Of Clemont||Clemont, FL||Nov 2008 - Feb 2009||< 1|
|Qa3 Financial Corp||Omaha, NE||Oct 2007 - Oct 2008||1|
|Oscar's Sports Bar & Pizzaria||Omaha, NE||Jul 2007 - Oct 2008||1|
|Securities America, Inc.||Omaha, NE||Mar 2007 - Sep 2007||< 1|
|Td Waterhouse Investor Services, Inc.||Bellevue, NE||Apr 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.