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Bill L Burgess

Edward Jones

Beckley, WV

CRD 1184142

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-08-08
  • WV RA
    APPROVED
    Since 2024-08-08

Branch Locations

269 Market Road, Beckley, WV 25801 • 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
Wells Fargo Advisors Llc Beckley WV 05/2009 11/2016
Wells Fargo Clearing Services, Llc Beckley WV 11/2016 07/2024
Edward Jones St Louis MO 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-09-30
  • S63 Uniform Securities Agent State Law Examination
    1983-09-30
Other Names
  • Billy Lee Burgess

View on SEC IAPD

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Nearby Offices

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