Warren Edward Burger
Professional Summary
Warren Edward Burger is a registered financial advisor currently at LUMINARY FINANCIAL ADVISORS, LLC located in Cocoa Beach, Florida. Warren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Warren has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
LUMINARY FINANCIAL ADVISORS, LLC
Contact Information
Main Address
1980 N. Atlantic Ave Unit 411, Cocoa Beach, FL 32931Phone Number
(321) 333-4923# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
117AUM (Assets Under Management)
$18,862,428Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/13/2020)
(11/8/2021)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Warren Edward Burger's CRS (Customer Relationship Summary).
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