Ruth Burgess, financial advisor Tampa FL
93 score

Ruth Burgess

CRD Number: 1438745
Current Firm: Invest Financial Corporation

Ruth Burgess (CRD# 1438745) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Insurance Agency, Inc. Of De & Subs Tampa, FL May 2000 - Current 16
Invest Financial Corporation Tampa, FL Mar 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for Ruth A. Burgess
Phone Number: (813) 880-5300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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