Clemmy Osborne has been an investment adviser representative at Burgess Investment Group since June 2023, and is not listed among the firm’s executive officers or direct owners.
Burgess Investment Group, LLC is a Greenville, SC firm with $147M under management, 864 clients and 10 advisers across 7 offices, as of its September 2026 filing.
- – present · 3 yearsGreenville, SC · Adviser representative · Firm CRD 318698
Investment adviser representative registrations
Clemmy Osborne is registered as an investment adviser representative in South Carolina, since June 2023.
- South CarolinaSince 30 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 April 2023 |
| SIE | Securities Industry Essentials Examination | 21 February 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Clemmy Lou Osborne
- CRD
- 7773985
- Firm
- Burgess Investment Group · CRD 318698
- Office
- 632 S MAIN ST, Greenville, SC 29601
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Clemmy Osborne work?
Clemmy Osborne is an investment adviser representative registered through Burgess Investment Group, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Clemmy Osborne a financial advisor?
Yes. Clemmy Osborne has a current investment-adviser registration in South Carolina, through Burgess Investment Group since June 2023.
How many years of experience does Clemmy Osborne have?
Clemmy Osborne has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Clemmy Osborne passed?
Clemmy Osborne has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2023.
Where is Clemmy Osborne based?
Clemmy Osborne’s registered office is in Greenville, SC.
Is Clemmy Osborne registered with FINRA?
No. Clemmy Osborne has no current broker registration.
How can I verify Clemmy Osborne’s record?
Search CRD 7773985 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clemmy Osborne’s full registration record.
