Emily Burr, financial advisor Southbury CT

Emily Burr

CRD Number: 3220641
Current Firm: Kestra Advisory Services, LLC

Emily Burr (CRD# 3220641) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Southbury, CT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Southbury, CT Apr 2016 - Current 7
Kestra Investment Services, LLC Southbury, CT Aug 2003 - Current 20
Nfp Securities, Inc. Austin, TX Aug 2003 - Apr 2016 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for Emily A. Burr
Phone Number: 8445537872
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, WY

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