Andrew Burgess, financial advisor Rockford IL

Andrew Burgess

CRD Number: 6188938
Current Firm: Cambridge Investment Research Advisors, Inc.

Andrew Burgess (CRD# 6188938) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockford, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research,inc Fairfield, IA Apr 2020 - Current 3
Cambridge Investment Research Advisors,inc Fairfield, IA Apr 2020 - Current 3
Unemployed Tremont, IL Nov 2019 - Apr 2020 < 1
Mml Investors Services Peoria, IL Jul 2018 - Nov 2019 1
Ameriprise Financial Brookfield, WI Jul 2017 - Jun 2018 < 1
Midwestern Securities Trading Co East Peoria, IL Mar 2016 - May 2017 1
Pnc Investments Springfield, IL Sep 2015 - Mar 2016 < 1
Northwestern Mutual Life Insurance Company Peoria, IL May 2013 - Aug 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Andrew J. Burgess
Phone Number: 641-472-5100
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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