Marissa Pinto BurtCRD Number: 5438269
Current Firm: Edward Jones
Marissa Pinto Burt (CRD# 5438269) is an Investment Advisor Representative working at Edward Jones in Waynesboro, PA and has over 9 years of experience in the finance industry. Marissa Pinto Burt 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.
Commonwealth Financial Network
Raymond James Financial Services Advisors, Inc.
Bowers Advisory Group, LLC
|Edward Jones||Saint Louis, MO||Jan 2016 - Current||1|
|Cetera Investment Advisers LLC||Chambersburg, PA||Jan 2014 - Jan 2016||2|
|Cetera Investment Services||St Cloud, MN||Sep 2013 - Jan 2016||2|
|F &m Trust Co||Chambersburg, PA||May 2013 - Jan 2016||2|
|Invest Financial Corp.||Chambersburg, PA||Aug 2013 - Sep 2013||< 1|
|Edward Jones||St Louis, MO||May 2008 - May 2013||5|
|M&t Securities||Chambersburg, PA||Oct 2007 - May 2008||< 1|
|M&t Bank||Chambersburg, PA||Jun 2007 - May 2008||< 1|
|Public Opinion||Chambersburg, PA||Nov 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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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