James Burgess is a CFP-designated registered investment advisor, based in St Louis, MO, with 16 years of industry experience.
Location
1034 S Brentwood Blvd, Ste 2000, St Louis, MO, 63123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as a CPA/Financial Professional for Purk & Associates, P.C., dedicating about a quarter of his time. He also serves as a Sergeant Major in the Missouri National Guard, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
State Registrations10 states
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