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Lewis Woodson Burge

FIRST FINANCIAL ADVISORS, LLC·SAINT AUGUSTINE, Florida
Clean recordFIRST FINANCIAL ADVISORS, LLC
405 GOLFWAY WEST DRIVE, SAINT AUGUSTINE, FL 32095CRD# 2942317Firm CRD# 134897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lewis Woodson Burge · SAINT AUGUSTINE, FL
Registration
CRD #2942317 · FIRST FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lewis Woodson Burge is a registered financial advisor based in SAINT AUGUSTINE, Florida, affiliated with FIRST FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FIRST FINANCIAL ADVISORS, LLC
FIRST FINANCIAL ADVISORS, LLC
AUM
$28M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at FIRST FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 2942317
Firm CRD# 134897
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lewis Woodson Burge offer?
Lewis Woodson Burge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT AUGUSTINE, Florida for a consultation.
What are Lewis Woodson Burge's credentials?
Lewis Woodson Burge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lewis Woodson Burge located?
Lewis Woodson Burge is based in SAINT AUGUSTINE, Florida, working with FIRST FINANCIAL ADVISORS, LLC. Their office serves clients in the SAINT AUGUSTINE metropolitan area and surrounding communities.
How does Lewis Woodson Burge charge for services?
Lewis Woodson Burge's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST FINANCIAL ADVISORS, LLC?
FIRST FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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