Christopher
Burgess
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Christopher Burgess is a financial advisor working in Bentonville, Arkansas with a total of 1 year of industry experience. Burgess is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at University Of Arkansas, Country Club Of Arkansas, Dillards, Crossover Liquor, Univeristy Of Arkansas, Legacy National, Arvest Wealth Management, Arvest Bank and Merrill Lynch, Pierce, Fenner & Smith Inc. Burgess holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in total assets among its 2,864,234 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services are offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Christopher Burgess Work History
Christopher has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Arvest Wealth Management
Legacy National
Arvest Wealth Management
Arvest Bank
University Of Arkansas
Crossover Liquor
Univeristy Of Arkansas
University Of Arkansas
Dillards
University Of Arkansas
Country Club Of Arkansas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Burgess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
