Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Burg is a financial advisor with Raymond James Financial Services Advisors, Inc. David has been in the securities industry since February 2002, holding a Series 66, Series 7, and Series 31 licenses. David also holds Series 9 and Series 10 licenses, making him a general securities principal. David is registered in 27 states and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his role at Raymond James, David is also involved in several other businesses, including 1st Harbor Financial Services, Burg Enterprises, and Creekside Professional Association.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
06/24/2013 - Present
Raymond James Financial Services Advisors, Inc. (CUMMING GA)
GA
02/04/2002 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CUMMING GA)
BOTH
Issued 02/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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