Best Investors Account Sign in

Shawn R Burger

Truist Advisory Services, Inc.

Souderton, PA

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-10-05
  • PA RA
    APPROVED
    Since 2022-10-05

Branch Locations

800 Route 113 N Fl 2, Souderton, PA 18964 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Allentown PA 09/2015 03/2019
Morgan Stanley Private Bank, N.A. Allentown PA 09/2015 03/2019
Keybank Maple Glen PA 06/2019 09/2022
Key Investment Services Llc Plymouth Meeting PA 06/2019 02/2021
Unemployed Perkasie PA 04/2019 05/2019
Key Investment Services Llc Brooklyn OH 02/2022 09/2022
Truist Advisory Services Inc. Souderton PA 09/2022 Present
Truist Investment Services Inc. Souderton PA 09/2022 Present
  • 09/2015 → 03/2019
    Morgan Stanley
    Allentown, PA
  • 09/2015 → 03/2019
    Morgan Stanley Private Bank, N.A.
    Allentown, PA
  • 06/2019 → 09/2022
    Keybank
    Maple Glen, PA
  • 06/2019 → 02/2021
    Key Investment Services Llc
    Plymouth Meeting, PA
  • 04/2019 → 05/2019
    Unemployed
    Perkasie, PA
  • 02/2022 → 09/2022
    Key Investment Services Llc
    Brooklyn, OH
  • 09/2022 → Present
    Truist Advisory Services Inc.
    Souderton, PA
  • 09/2022 → Present
    Truist Investment Services Inc.
    Souderton, PA
Previous Registrations
  • 2015-09-23 → 2019-04-25
    Morgan Stanley
    Allentown, PA
    Lancaster, PA
    Williamsport, PA
    Allentown, PA
    Blue Bell, PA
    Camp Hill, PA
    Carlisle, PA
    Hagerstown, MD
    Doylestown, PA
    Easton, PA
    Newtown Square, PA
    Scranton, PA
    State College, PA
    Stroudsburg, PA
    Wilkes Barre, PA
    Wyomissing, PA
    York, PA
  • 2010-11-08 → 2015-09-16
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Philadelphia, PA
    Bala Cynwyd, PA
    Charlotte, NC
    Blue Bell, PA
    Princeton, NJ
    Bala Cynwyd, PA
    Princeton, NJ
    Princeton, NJ
    Rockville, MD
    Philadelphia, PA
    Short Hills, NJ
  • 2007-03-27 → 2010-08-26
    Wells Fargo Clearing Services, Llc
    Chalfont, PA
    Radnor, PA
    Radnor, PA
    Telford, PA
  • 2004-01-01 → 2006-07-03
    Pnc Wealth Management Llc
    Yardley, PA
    Newtown, PA
    Holland, PA
    Yardley, PA
  • 2003-09-09 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Willow Grove, PA
  • 2003-06-26 → 2003-07-18
    Ameriprise Financial Services, Llc
    Langhorne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-11
  • S66 Uniform Combined State Law Examination
    2002-11-11
Other Names
  • Shawn Raymond Burger
  • Shawn Raymond Burger

View on SEC IAPD

Other Firms

GIRARD ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
EDWARD JONES
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

LUISA FERNANDA SORKNESS
Thomas Joseph Flynn
Jennifer Ashley
ROBERTA JEAN KESSLER
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS

Other Offices

GIRARD ADVISORY SERVICES, LLC · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
GIRARD ADVISORY SERVICES, LLC · Souderton, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Souderton, PA
LPL ENTERPRISE, LLC · SOUDERTON, PA
EDWARD JONES · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
LPL FINANCIAL LLC · SOUDERTON, PA

More in Souderton, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor