Larry Cole is a registered investment advisor at Burgess Chambers & Associates INC, based in Orlando, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 22 clients with $170M in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Fee Structure
Burgess Chambers & Associates offers discretionary portfolio management services. If you authorize BCA to manage your account, they can buy and sell securities without asking you each time. The fees for this service are negotiated with each client and paid monthly, based on the value of your investments.
Location
315 E. Robinson Street, Suite 690, Orlando, FL, 32801
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Regulatory History (2)
Customer Dispute
September 2011Regulatory
December 2008Employment History
Current Registrations
Burgess Chambers & Associates INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.