David Burg
David Burg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cumming, GA, with 24 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
5975 Parkway North Blvd, Unit 300B, Cumming, GA, 30040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner of 1st Harbor Financial Services and Harborworks LLC, both support companies. He also owns Burg Enterprises, which encompasses his real estate license and rental properties, and is a partner in Burwell Global Enterprises, which purchases catamarans for rental programs; these activities take a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 states
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