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Brett Burza

20 Years of Experience
Muskegon, MI
BrokerSells Insurance

Brett Burza is a registered investment advisor, based in Muskegon, MI, with 20 years of industry experience.

Location

794 Pine St., Ste. 210-5, Muskegon, MI, 49440

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brett is an advisory representative of a registered investment advisor, spends minimal time as owner of a manufacturing company, is a member of a property LLC, and owns a financial group LLC. Additionally, Brett is an independent insurance agent for various companies.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2020 - Present · 5 yrs 10 mos
Cambridge Investment Research Advisors, INC.
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.
September 2010 - September 2020 · 10 yrs
Raymond James & Associates, INC.Broker
May 2005 - September 2020 · 15 yrs 4 mos
State Registrations13 states
AZCAFLILINKYMINVOHORSCTXVA
AdvisorBrokerBoth

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.
Brett Burza - Financial Advisor | TrueAdvisor