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Burgess Butler Chambers

Burgess Chambers & Associates Inc.

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About Burgess Butler Chambers

Burgess Chambers is an investment advisor representative with Burgess Chambers & Associates Inc. Burgess has been in the industry since 1987 and has held registrations in Florida and Texas. Burgess holds licenses for Series 7, Series 24, and Series 63 exams and has been recognized for their professional qualifications and expertise. Burgess Chambers & Associates Inc. provides a range of investment advisory services, including financial planning, portfolio management, and pension consulting. The firm serves a variety of clients, including high-net-worth individuals, institutions, and pension plans.

Firm Information

Burgess Chambers is currently registered with Burgess Chambers & Associates Inc.. Burgess Chambers & Associates Inc. is an investment advisor based in Orlando, Florida. They advise a variety of clients, including individuals, corporations, state or municipal government entities, charitable organizations, and pension and profit-sharing plans. They provide pension consulting and have $151,702,176 in regulatory assets under management.
Burgess Chambers & Associates Inc.

315 E. ROBINSON STREET

ORLANDO, FL 32801

$151.70M

Assets Under Management

69

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Burgess Chambers’s Registration & Firm History

FL

01/21/2015 - Present

Burgess Chambers & Associates Inc. (ORLANDO FL)

NA

08/24/1989 - 12/04/1990

SHUBERT RIZOR SECURITIES, INC.

NA

08/26/1987 - 11/17/1987

THE PARKINS INVESTMENT SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 11/26/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/1987

Series 24 - General Securities Principal Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Burgess Butler Chambers.
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