Jim Burgess, CFP
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Jim Burgess is Financial Advisor with Purk Advisors, LLC.
He is responsible for client relationship management and assists on Portfolio Design and Analysis and Retirement Planning.
Jim earned a B.S. in Organizational Behavior from Washington University in St. Louis and has successfully completed the FINRA Series 7 and Series 66 license exams. Jim is a Registered Representative of 1st Global Capital Corp., Member FINRA, SIPC. He is also an Investment Advisor Representative of 1st Global Advisors, Inc. and is has been certified by the Certified Financial Planner Board of Standards Inc.
In addition to his work at Purk & Associates Jim is an Iraq war veteran and is currently a Platoon Sergeant in the Missouri National Guard.
Jim can be reached at firstname.lastname@example.org or at 314-884-4015.
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors Inc. We have advisors licensed to offer securities in the states of Florida, Illinois, Indiana, Missouri, California, Virginia, Colorado, North Carolina, Ohio and Utah. This is not an offer to sell securities in any other state or jurisdiction.