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Andrew Burgess

Andrew Burgess

Registered Operations Leader

Followers of Andrew Burgess611 followers
location of Andrew BurgessGreater Chicago Area

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  • Timeline

  • About me

    Founder/Solutions Expert at AdvisorOps360

  • Education

    • Tremont High School

      2005 - 2009

    • Illinois State University

      2009 - 2014
      Bachelor of Business Administration - BBA Business Administration and Management, General

  • Experience

    • Ameriprise Financial Services, LLC

      Jan 2017 - Jan 2018
      Registered Operations Leader

    • WestPoint Financial Group

      Jun 2018 - Nov 2019
      Agency Supervisory Officer

    • Anchor Wealth Management

      Apr 2020 - Apr 2024
      Operations Manager

    • AdvisorOps360

      Apr 2024 - now
      Founder/Solutions Expert

      AdvisorOps360 is a full-service operations firm supporting Financial Advisors and Wealth Management Firms. We offer a range of solutions, including advisor transitions, fractional COO support, back-office services, compliance oversight, and operational strategy. Our comprehensive approach ensures streamlined processes, enhanced efficiency, and tailored support to drive the growth and success of your firm.

  • Licenses & Certifications

    • Series 7

      FINRA

    • Series 66

      FINRA

    • Illinois Life, Health, and Variable Insurance

      Illinois Department of Insurance

    • Series 24

      FINRA