Aarikka Burgess, financial advisor Austin TX
93 score

Aarikka Burgess

CRD Number: 6097084
Current Firm: Kestra Advisory Services, LLC

Aarikka Burgess (CRD# 6097084) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 4 years of experience in the finance industry. Aarikka Burgess has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services, LLC Westborough, MA Oct 2017 - Current < 1
Axa Advisors, LLC New York, NY Mar 2017 - Sep 2017 < 1
Financial Compass Group, LLC Wellesley, MA Mar 2017 - Sep 2017 < 1
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Mar 2017 < 1
Kestra Advisory Services, LLC Westborough, MA Apr 2016 - Mar 2017 < 1
Kestra Investment Services, LLC Austin, TX Apr 2014 - Mar 2017 2
Fas Corporation Westborough, MA May 2012 - Mar 2017 4
Abacus Private Wealth Management Westborough, MA May 2012 - Mar 2017 4
Nfp Securities, Inc. Austin, TX Apr 2014 - Apr 2016 2
Cambridge Investment Research, Inc. Fairfield, IA Dec 2013 - Apr 2014 < 1
H&r Block Worcester, MA Jan 2012 - Apr 2012 < 1
Uno's Chicago Grill Bellingham, MA Jun 2010 - Oct 2011 1
Jumbo Donuts Uxbridge, MA Sep 2008 - May 2010 1
Northbridge High School Whitinsville, MA Sep 2006 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Aarikka J. Burgess
Phone Number: 7374437101
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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