Kelly Burger (CRD# 5683686) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has 1 year of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Apr 2023 - Current | 1 |
| Vicus Capital, Inc. - 116021 | State College, PA | Jul 2022 - Current | 1 |
| Partners Financial Group (pfg, Inc.) | State College, PA | Jul 2022 - Current | 1 |
| Cetera Advisor Networks | El Segundo, CA | Aug 2022 - Apr 2023 | < 1 |
| Feather Cu Services, LLC | Harrisburg, PA | Nov 2018 - Jul 2022 | 3 |
| M & T Bank | State College, PA | Jun 2016 - Nov 2018 | 2 |
| Ovations Food Services | State College, PA | Jun 2018 - Sep 2018 | < 1 |
| Part-time Student | Philadelphia, PA | Aug 2015 - Apr 2016 | < 1 |
| Unemployed | Bellefonte, PA | Aug 2014 - Aug 2015 | 1 |
| Full-time Student | Lock Haven, PA | Mar 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- PA
-
Total Assets Under Management2,255MILLIONS
-
Total Number of Accounts8,430ACCOUNTS
-
Average Account Value$267,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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