Andrew Allen Burch
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Andrew Allen Burch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- Bank of America, N.A.Dec 2024 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Jan 2026
- Fidelity Personal and Workplace AdvisorsApr 2023 to Aug 2024
- Fidelity Brokerage Services LLCJan 2023 to Aug 2024
- Charles Schwab & Co., Inc.Oct 2022 to Nov 2022
- TD AmeritradeDec 2020 to Nov 2022
- Money ConceptsAug 2020 to Nov 2020
- AmazonAug 2020 to Aug 2020
- Panda ExpressMar 2019 to Aug 2019
- Meadowbrook Country ClubMar 2018 to Aug 2018
- Missouri Baptist UniversityJan 2017 to Aug 2020
- Oak Hills HoaMay 2016 to Aug 2017
- ThprdMay 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7288549
- Firm CRD
- 149018