Kevin Burkart (CRD# 3124826) is an Investment Advisor Representative working at Burkart Financial Group, Inc. in Saint Petersburg, FL and has over 25 years of experience in the finance industry. Kevin Burkart 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.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burkart & Hughes Coastal, LLC | St. Petersburg, FL | Apr 2019 - Current | 5 |
| Burkart Financial Group, Inc. | St. Petersburg, FL | Oct 2017 - Current | 6 |
| Burkart Company, P.a. | St. Petersburg, FL | Aug 1997 - Current | 26 |
| Signator Investors, Inc. | St. Petersburg, FL | May 2016 - Jan 2018 | 1 |
| Transamerica Financial Advisors, Inc. | St. Petersburg, FL | Feb 2008 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- FL
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Total Assets Under Management52MILLIONS
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Total Number of Accounts47ACCOUNTS
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Average Account Value$1,098,723
- 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
- Selection of other advisers (including private fund managers)
FL
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