Larry M. Cole

BURGESS CHAMBERS & ASSOCIATES

Orlando, FL 32801

Some features on this profile are disabled

CRD#: 4374086

Professional summary

Larry Michael Cole, who also goes by Larry M Cole, is a registered financial advisor currently at BURGESS CHAMBERS & ASSOCIATES INC located in Orlando, Florida.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Larry has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry M Cole

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Michael Cole's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 2, 2014 - Present

BURGESS CHAMBERS & ASSOCIATES INC

Office #1: 315 E. Robinson Street Suite 690, Orlando, FL 32801

RIA

CRD#: 110164

Orlando, FL

Past

August 6, 2001 - January 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PONTE VEDRA BEACH, FL

Past

August 3, 2001 - January 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PONTE VEDRA BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BURGESS CHAMBERS & ASSOCIATES INC

BCA | BURGESS CHAMBERS & ASSOCIATES INC

CRD#: 110164 / SEC#: 801-32111

RIA

Registered Investment Advisory firm - (5/23/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/2/2014)

IAR

Texas
(1/22/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/25/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/25/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/2001

General Securities Representative Examination

Current Firm

BURGESS CHAMBERS & ASSOCIATES INC

BCA | BURGESS CHAMBERS & ASSOCIATES INC

CRD#: 110164 / SEC#: 801-32111

RIA

Registered Investment Advisory firm - (5/23/1988 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

315 E. Robinson Street Suite 690, Orlando, FL 32801

Mailing Address

Phone number

(407) 644-0111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BURGESS CHAMBERS & ASSOCIATES INC ADV BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 166,673,813

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jori Guzhuna

AMERITAS ADVISORY SERVICES, LLC

LINCOLN, NE

Nicholas Chen-zhao

JEFFERIES LLC

NEW YORK, NY

Lawrence Springer

OSAIC WEALTH, INC.

IAR

Hockessin, DE

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Larry M. Cole

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Michael Cole's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURGESS CHAMBERS & ASSOCIATES INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BURGESS CHAMBERS & ASSOCIATES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2014

Series 66

Date: 4/25/2001

Series 7

Date: 8/1/2001

Current Firm

BURGESS CHAMBERS & ASSOCIATES INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURGESS CHAMBERS & ASSOCIATES INC

TRUST BUT VERIFY

Similar Advisors