LB
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Laura Burgos

17 Years of Experience
Port Orange, FL
Broker

Laura Burgos is a registered investment advisor at Cetera Investment Advisers LLC, based in Port Orange, FL, with 17 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

607 Dunlawton Ave, Port Orange, FL, 32127

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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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Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Services LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Investment Services LLCBroker
December 2017 - August 2020 · 2 yrs 8 mos
Invest Financial CorporationBroker
October 2015 - December 2017 · 2 yrs 2 mos
Essex National Securities, LLCBroker
April 2011 - October 2015 · 4 yrs 6 mos
LPL Financial LLCBroker
August 2008 - April 2011 · 2 yrs 8 mos
State Registrations12 states
CTDEFLGAILKSNCNJNYSCTNWA
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.
Laura Burgos - Financial Advisor | TrueAdvisor