Alexander Trewhitt Burroughs

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 08/2018
  Wells Fargo Advisors
  Chattanooga, TN
• 08/2018 → Present
  Raymond James Financial Services, Inc.
  Chattanooga, TN
• 08/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Chattanooga, TN

Previous Registrations

• 2012-05-15 → 2018-08-17
  Wells Fargo Advisors Financial Network, Llc
  Chattanooga, TN

Other Businesses

(1)Name of Business: Burroughs Keasler Investment Partners Address: 7213 Noah Reid Rd Ste 101, Chattanooga, TN, 37421, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/16/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: Central Church of Christ Address: 400 Vine Street, Chattanooga, TN, 37403, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member, Deacon Investment Related: Yes Start Date: 11/22/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Reviewing the Church Budget. Assisting with recordkeeping. Making recommendations to Elders and leadership team on future budgets; cuts, raises...etc. Additional roles as a Deacon include coordinating teachers for classes, ensuring they have adequate teaching supplies and curriculum.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-14

Designations

• Certified Financial Planner

Other Names

• Alexander Trewitt Burroughs