Burgess Investment Group, LLC

Burgess Investment Group, LLC (CRD# 318698) is a financial advisory firm headquartered in Greenville, SC. They manage $22,201,153 in 229 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
110 N Main St, Suite A, Greenville, SC 29601
https://www.bigmoneyretirement.com/
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $96,948
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC, TX

Financial Advisors at Burgess Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Hastings, financial advisor Greenville SC
Matthew Hastings
CRD#: 6318054
110 N Main St, Suite A, Greenville, SC 29601

Matthew Hastings (CRD# 6318054) is an Investment Advisor Representative working at Burgess Investment Group, LLC in Greenville, SC and has over 9 years of experience in the finance industry.

2
Johnathan Burgess, financial advisor Greenville SC
Johnathan B. Burgess
CRD#: 7339636
110 N Main St, Suite A, Greenville, SC 29601

Johnathan Burgess (CRD# 7339636) is an Investment Advisor Representative working at Burgess Investment Group, LLC in Greenville, SC and has over 3 years of experience in the finance industry.

3
Clemmy Osborne, financial advisor Greenville SC
Clemmy L. Osborne
CRD#: 7773985
110 N Main St, Suite A, Greenville, SC 29601

Clemmy Osborne (CRD# 7773985) is an Investment Advisor Representative working at Burgess Investment Group, LLC in Greenville, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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