Richard Burgio, financial advisor Pembroke Pines FL
93 score

Richard Burgio

CRD Number: 1296463
Current Firm: Scottrade Investment Management

Richard Burgio (CRD# 1296463) is an Investment Advisor Representative working at Scottrade Investment Management in Pembroke Pines, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Scottrade. Inc. Pembroke Pines, FL Jan 2017 - Current 1
Cetera Investment Advisors LLC Saint Cloud, MN Jan 2014 - Oct 2016 2
Cetera Investment Services LLC St. Cloud, MN Apr 2013 - Oct 2016 3
Regions Bank Coral Gables, FL Nov 2010 - Oct 2016 5
Morgan Keegan & Company, Inc. Coral Gables, FL Nov 2010 - Mar 2012 1
Hsbc Securities Wellington, FL Apr 2010 - Oct 2010 < 1
Wachovia Securities Llc.-isg Charlotte, NC May 2003 - Apr 2010 6
Wachovia Insurance Group Charlotte, NC Jun 2002 - Apr 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Richard J. Burgio
Phone Number: 314-965-1555
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,301
    MILLIONS
  • Total Number of Accounts
    20,396
    ACCOUNTS
  • Average Account Value
    $112,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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, VI, 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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