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Thomas Edward Burdette

Accordant Advisory Group, Inc.

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About Thomas Edward Burdette

Thomas Burdette is an investment advisor representative with Accordant Advisory Group, Inc. Thomas is a Registered Investment Advisor with the state of Virginia. Thomas has been with Accordant Advisory Group, Inc. since November 8, 2000. Thomas's primary area of expertise is providing financial planning, pension consulting, and portfolio management for individuals and businesses. Thomas also has experience with the Burdette Smith Group, which is primarily engaged in the accounting business.

Firm Information

Thomas Burdette is currently registered with Accordant Advisory Group, Inc.. Accordant Advisory Group, Inc. is an Annapolis, MD-based investment advisor with 2 licensed agents, 2 investment advisor representatives, and $208,429,251 in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management for businesses and individuals. The firm also participates in wrap fee programs.
Accordant Advisory Group, Inc.

309 THIRD STREET

ANNAPOLIS, MD 21403-2509

$208.43M

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Thomas Burdette’s Registration & Firm History

VA

11/08/2000 - Present

Accordant Advisory Group, Inc. (FAIRFAX VA)

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Licenses & Designations

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Burdette.
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