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Larry Cole

Burgess Chambers & Associates INC
18 Years of Experience
Dunedin, FL
2 Disclosures
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Larry Cole is a registered investment advisor at Burgess Chambers & Associates INC, based in Dunedin, FL, with 18 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 22 clients with $170M in assets under management.

Burgess Chambers & Associates INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$165.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Dunedin, FL

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History

Regulatory History (2)
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Customer Dispute
September 2011
Settled
Regulatory
December 2008
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Burgess Chambers & Associates INC
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2001 - January 2008 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - January 2008 · 6 yrs 5 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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