Geoffrey Burgess, financial advisor Worthington OH
93 score

Geoffrey Burgess

CRD Number: 1381758
Current Firm: Park Avenue Securities LLC

Geoffrey Burgess (CRD# 1381758) is an Investment Advisor Representative working at Park Avenue Securities LLC in Worthington, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Worthington, OH Oct 2014 - Current 2
Guardian Life Insurance Co Worthington, OH Oct 2014 - Current 2
Burgess Financial Consulting Westerville, OH Aug 1998 - Current 18
Lpl Financial Westerville, OH Nov 2012 - Oct 2014 1
Associated Ins Westerville, OH Apr 2010 - Sep 2014 4
Woodbury Woodbury, MN Apr 2002 - Nov 2012 10
Gardiner Allen Ins Columbus, OH Oct 1998 - Apr 2010 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Geoffrey M. Burgess
Phone Number: 1-888-600-4667
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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