Justin Burgess (CRD# 6260117) is an Investment Advisor Representative working at Copley Investment Management, LLC in Wilmington, NC and has over 10 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 2774334
Lumina Wealth Management, LLC
CRD# 5582433
Old North State Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copley Investment Management, LLC | Wilmington, NC | Jan 2015 - Current | 9 |
| Cetera Advisors | Denver, CO | Sep 2014 - Dec 2014 | < 1 |
| Infinex Investments, Inc. | Wilmington, NC | Oct 2013 - Sep 2014 | < 1 |
| First Bank | Wilmington, NC | Aug 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- NC
-
Total Assets Under Management200MILLIONS
-
Total Number of Accounts884ACCOUNTS
-
Average Account Value$226,655
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, NC, TN
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