James Michael Burgess
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- WealthstlSep 2026 to now
- Cetera Investment Advisers LLCAug 2020 to now
- Cetera Financial Specialists LLCAug 2020 to now
- Purk & Associates, P.C.Jun 2009 to now
- Missouri National GuardJun 2007 to now
- Avantax Advisory ServicesOct 2019 to Aug 2020
- Avantax Insurance ServicesOct 2019 to Aug 2020
- Avantax Investment Services, Inc.Oct 2019 to Aug 2020
- 1st Global Advisors, Inc.Oct 2009 to Oct 2019
- 1st Global Capital Corp.Oct 2009 to Oct 2019
- Purk AdvisorsSep 2009 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MO).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5702423
- Firm CRD
- 105644