Burgess Wealth Advisory

Burgess Wealth Advisory (CRD# 173898) is a financial advisory firm headquartered in Richmond, VA. They manage $42,066,986 in 132 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3900 Westerre Parkway, Suite 300, Richmond, VA 23233
https://www.linkedin.com/in/jeffrey-burgess-crpc-1245ab15/
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $318,689
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Burgess Wealth Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Burgess, financial advisor Richmond VA
Jeffrey M. Burgess
CRD#: 2901944
3900 Westerre Parkway, Suite 300, Richmond, VA 23233

Jeffrey Burgess (CRD# 2901944) is an Investment Advisor Representative working at Burgess Wealth Advisory in Richmond, VA and has over 25 years 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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