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Lewis Woodson Burge

FIRST FINANCIAL ADVISORS, LLC·SAINT AUGUSTINE, Florida
Series 7, Series 31, Series 63, Series 65Clean record23 years registeredFIRST 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FIRST FINANCIAL ADVISORS, LLC
FIRST FINANCIAL ADVISORS, LLC
Jan 2006 – Dec 2024
SAINT AUGUSTINE, FL
CHARLES SCHWAB & CO., INC.
Feb 2003 – Nov 2004
JACKSONVILLE, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · February 6, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIRST FINANCIAL ADVISORS, LLC
CRD 134897 · SEC 801-68867
AUM
$28M
Regulatory assets under management
Employees
9
454 client accounts
Services offered by FIRST FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIRST FINANCIAL ADVISORS, LLC →
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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.
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, last registered with FIRST FINANCIAL ADVISORS, LLC.
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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