Luminary Financial Advisors, LLC

Luminary Financial Advisors, LLC (CRD# 305865) is a financial advisory firm headquartered in Cocoa Beach, FL. They manage $7,223,651 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1980 N. Atlantic Ave, Unit 411, Cocoa Beach, FL 32931
https://www.luminaryfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $451,478
Compensation Options
  • 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.

FL, NY

Financial Advisors at Luminary Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Warren Burger, financial advisor Cocoa Beach FL
Warren E. Burger
CRD#: 5402830
1980 N. Atlantic Ave, Unit 411, Cocoa Beach, FL 32931

Warren Burger (CRD# 5402830) is an Investment Advisor Representative working at Luminary Financial Advisors, LLC in Cocoa Beach, FL and has over 4 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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