Elizabeth Burgess has been Manager of Advisory Advocates since February 2021, is a control person of the firm and directly owns under 5% of it.
Advisory Advocates LLC is a Grand Rapids, MI firm with $159M under management, 249 clients and 7 advisers across 4 offices, as of its March 2026 filing.
Elizabeth Burgess’ longest registration is the current one, 5 years at Advisory Advocates since 2021. Before joining Advisory Advocates in 2021, Elizabeth Burgess was registered through Legacy Planning & Associates, Inc. and Voya Financial Advisors, Inc.
- Advisory Advocates LLCCurrent– present · 5 yearsGrand Rapids, MI · Adviser representative · Firm CRD 284100
- Legacy Planning & Associates, Inc.– · 3 yearsGrand Rapids, MI · Adviser representative · Firm CRD 156537
- Voya Financial Advisors, Inc.– · 1 yearGrand Rapids, MI · Adviser representative · Firm CRD 2882
- Bankers Life Advisory Services, Inc.– · under a yearGrand Rapids, MI · Adviser representative · Firm CRD 281285
Investment adviser representative registrations
Elizabeth Burgess is registered as an investment adviser representative in 2 states. The first approvals date from February 2021; the most recent is Indiana, in May 2021.
- IndianaSince 26 May 2021
- MichiganSince 4 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 January 2017 |
| Series 7 | General Securities Representative Examination | 10 November 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elizabeth Anne Burgess
- CRD
- 6715303
- Firm
- Advisory Advocates · CRD 284100
- Role
- Manager
- Office
- 4981 CASCADE ROAD, SUITE C, Grand Rapids, MI 49546
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Burgess work?
Elizabeth Burgess has been Manager of Advisory Advocates LLC since February 2021, and is a control person of the firm.
Is Elizabeth Burgess a financial advisor?
Yes. Elizabeth Burgess has a current investment-adviser registration in Indiana and Michigan, through Advisory Advocates since February 2021.
How many years of experience does Elizabeth Burgess have?
Elizabeth Burgess has 9 years in the financial industry, since November 2016, across 4 adviser firms.
What exams has Elizabeth Burgess passed?
Elizabeth Burgess has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2016. FINRA credited Elizabeth Burgess with the SIE, which began in October 2018.
Where did Elizabeth Burgess work before Advisory Advocates?
Before Advisory Advocates, Elizabeth Burgess was registered through Voya Financial Advisors, Inc., February 2018 to January 2020; Bankers Life Advisory Services, Inc., January 2017 to March 2017.
Where is Elizabeth Burgess based?
Elizabeth Burgess’ registered office is in Grand Rapids, MI.
Is Elizabeth Burgess registered with FINRA?
No. Elizabeth Burgess has no current broker registration.
How can I verify Elizabeth Burgess’ record?
Search CRD 6715303 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Burgess’ full registration record.
