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Garrett Allen Burgess is a financial advisor professional located in Wenham, MA. They specialize in financial advisory.
Garrett Allen Burgess - Cote Financial Management holds an active professional license (FINRA CRD) for your protection.
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Garrett Allen Burgess operates Cote Financial Management in Wenham, Massachusetts. As a financial advisor, Burgess holds a FINRA CRD license (number 8142204), which authorizes him to provide investment and financial advisory services under regulatory oversight. This license demonstrates compliance with Financial Industry Regulatory Authority standards and ongoing registration requirements.
A FINRA CRD (Central Registration Depository) license indicates that Garrett Allen Burgess is registered with the Financial Industry Regulatory Authority and authorized to provide financial advisory and investment services. This registration means he operates under FINRA's regulatory framework, which establishes conduct standards, compliance requirements, and client protection rules. Clients can verify his registration status and disciplinary history through FINRA's BrokerCheck system. The CRD license is a fundamental credential for professionals offering investment advice and managing client assets in the financial services industry.