Clemmy Lou Osborne
Investment adviser representative at dba Big Money Retirement and Big Retirement
10 yearsExperience
1 stateRegistered in
$147.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- dba Big Money Retirement and Big RetirementJun 2023 to now
- Big MoneySep 2022 to now
- RetiredApr 2019 to Aug 2022
- RegenesisDec 2016 to Mar 2019
- UnemployedAug 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
dba Big Money Retirement and Big Retirement
Legal name: Burgess Investment Group, LLC
$147.1MAssets managed
864Clients
11Advisers
Under 1 yearIn 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
- 7773985
- Firm CRD
- 318698