David Burg
David Burg is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2600 N Military Trail, Suite 215, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (2)
Financial
July 2018Regulatory
January 2017Other Business Activities
David owns rental real estate, acts as a trustee for his sister, and is a personal representative for his cousin's estate. He is also an independent contractor with RJFS/Fortuna Wealth, dedicating about half his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
R.K. Grace & CO.Broker
Smith Barney INC.Broker
State Registrations15 states
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