Scott
Burgess
J. W. Cole Advisors, Inc
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About this Advisor
Scott Burgess is a financial advisor based in Lakewood Ranch, Florida, working with J. W. Cole Advisors, Inc. Scott has previously held positions at The Vanguard Group, Inc, UBS Financial Services Inc, Fusion Analytics Securities LLC, Fusion Analytics Investment Partners LLC, and J.W. Cole Advisors, Inc. Scott has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Scott is part of J. W. Cole Advisors, Inc, which operates out of Lakewood Ranch, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Scott Burgess Work History
J.W. Cole Advisors, Inc
Fusion Analytics Securities LLC
Fusion Analytics Investment Partners LLC
Ubs Financial Services Inc
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Scott 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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