AB
CFA
AB
CFA

Andrew Burnett

10 Years of Experience
Chatanooga, TN
Broker

Andrew Burnett is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chatanooga, TN, with 10 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1200 Premier Drive, Suite 100, Chatanooga, TN, 37421

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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 Activities

Andrew owns rental real estate and is a board member for Girls Inc. of Chattanooga. He also works as a financial advisor for Round Table Advisors, dedicating about half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
June 2016 - March 2021 · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
March 2016 - March 2021 · 5 yrs
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.