Elizabeth A. Burgess

ADVISORY ADVOCATES LLC

Grand Rapids, MI 49546

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CRD#: 6715303

Professional summary

Elizabeth Anne Burgess, who also goes by Elizabeth A Burgess, Lisa Burgess, Lisa Byl, Byl-burgess, Elizabeth Burgess, is a registered financial advisor currently at ADVISORY ADVOCATES LLC located in Grand Rapids, Michigan.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Elizabeth has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth A Burgess | Lisa Burgess | Lisa Byl | Byl-Burgess | Elizabeth Burgess

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.

Independent Insurance Agent; No; GRAND RAPIDS; MI; 49546; Fixed Insurance Sales; Independent Insurance Agent; 1/29/2018; 2 hours/mo during trading; Sales of Fixed Insurance; Investment related GOLDFINCH WEALTH MANAGEMENT - NON-INVESTMENT RELATED - GRAND RAPIDS MI - MANAGING MEMBER - 09/2023 - 2 HRS/MO DURING TRADING - LLC THAT HOLDS OWNERSHIP INTEREST IN ADVISORY ADVOCATES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Anne Burgess's 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

February 4, 2021 - Present

ADVISORY ADVOCATES LLC

Office #1: 4981 Cascade Road Suite C, Grand Rapids, MI 49546

RIA

CRD#: 284100

Grand Rapids, MI

Past

January 7, 2022 - May 22, 2023

LEGACY PLANNING & ASSOCIATES, INC.

RIA

CRD#: 156537

GRAND RAPIDS, MI

Past

January 27, 2020 - December 31, 2021

LEGACY PLANNING & ASSOCIATES, INC.

RIA

CRD#: 156537

GRAND RAPIDS, MI

Past

February 6, 2018 - January 22, 2020

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

GRAND RAPIDS, MI

Past

March 23, 2017 - January 22, 2020

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

GRAND RAPIDS, MI

Past

January 10, 2017 - March 13, 2017

BANKERS LIFE ADVISORY SERVICES, INC.

RIA

CRD#: 281285

GRAND RAPIDS, MI

Past

November 10, 2016 - March 13, 2017

BANKERS LIFE SECURITIES, INC.

CRD#: 173962

GRAND RAPIDS, MI

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

Indiana
(5/26/2021)

IAR

Michigan
(2/4/2021)

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 66

Date: 1/7/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2016

General Securities Representative Examination

Current Firm

ADVISORY ADVOCATES LLC

CRD#: 284100 / SEC#:

California

Registered Investment Advisory firm - (5/13/2019 Terminated)

Florida

Registered Investment Advisory firm - (12/23/2019 Terminated)

Indiana

Registered Investment Advisory firm - (5/26/2021 Approved)

Iowa

Registered Investment Advisory firm - (9/24/2020 Approved)

Kentucky

Registered Investment Advisory firm - (11/18/2024 Terminated)

Maryland

Registered Investment Advisory firm - (11/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (7/25/2016 Approved)

Mississippi

Registered Investment Advisory firm - (12/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/11/2023 Terminated)

Texas

Registered Investment Advisory firm - (10/29/2020 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (11/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4981 Cascade Road Suite C, Grand Rapids, MI 49546

Mailing Address

4981 Cascade Road Suite C, Grand Rapids, MI 49546

Phone number

(866) 597-8938

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	309
AUM (Assets Under Management)	$ 76,301,250

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.

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Elizabeth A. Burgess

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Anne Burgess's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY ADVOCATES LLC

LEGACY PLANNING & ASSOCIATES, INC.

LEGACY PLANNING & ASSOCIATES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/7/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/10/2016

Current Firm

ADVISORY ADVOCATES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVISORY ADVOCATES LLC

TRUST BUT VERIFY

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