Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry Michael Cole

Burgess Chambers & Associates Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Larry? Claim Your Profile

About Larry Michael Cole

Larry Michael Cole is a financial advisor at Burgess Chambers & Associates Inc. Larry has been with the firm since January 2008. Larry is registered to provide investment advice in Florida and Texas. Larry's current registrations are approved. Larry has been in the financial services industry since August 3, 2001. Larry has passed the Series 7, Series 66 and Series 65 examinations. Larry specializes in providing investment advice to individuals, high-net-worth individuals, pension plans, and state or municipal government entities.

Firm Information

Larry Cole 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.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Larry Cole’s Registration & Firm History

FL

01/22/2015 - Present

Burgess Chambers & Associates Inc. (ORLANDO FL)

FL

08/03/2001 - 01/05/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)

Not sure if Larry Michael Cole is right for you?

Licenses & Designations

IA

Issued 03/25/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/25/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Larry Michael Cole. Review regulatory record here.
Not sure if Larry Michael Cole is right for you?