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LC
LC
Larry Michael Cole
Burgess Chambers & Associates INC
18 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Charitable Giving
Business Owners
High Net Worth
Burgess Chambers & Associates INC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
22 clients
Average Client Portfolio
$7.6M average
Assets Under Management
$166.7M
Fee Structure
Minimum Investment:
None
Financial Planning:
Investment management only
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Location
315 E. Robinson Street, Suite 690, Orlando, FL, 32801
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
September 2011
Settled
Regulatory
December 2008
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Burgess Chambers & Associates INC
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2001 - January 2008 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
August 2001 - January 2008 · 6 yrs 5 mos
State Registrations
2 states
FL
TX
Advisor
Exams
No exam information available for this advisor.