Kelly
Burger
Vicus Capital, Inc
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About this Advisor
Kelly Burger is a financial advisor based in State College, Pennsylvania, working with Vicus Capital, Inc. Kelly has previously held positions at Vicus Capital, Inc - 116021, Feather Cu Services, LLC, M & T Bank, Part-Time Student, Full-Time Student, Ovations Food Services, Cetera Advisor Networks, and Partners Financial Group (Pfg, Inc). Kelly has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kelly is part of Vicus Capital, Inc, which operates out of State College, Pennsylvania. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vicus Capital, Inc Brokerage Details
$2,254,526,552
87
8,430
$267,441
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kelly Burger Work History
Cetera Advisor Networks
Vicus Capital, Inc - 116021
Partners Financial Group (Pfg, Inc)
Cetera Advisor Networks
Feather Cu Services, LLC
Ovations Food Services
M & T Bank
Part-Time Student
Full-Time Student
Disclosures
Please visit the SEC profile of Kelly Burger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vicus Capital, Inc
Rochester, NY
Bethlehem, PA
Columbia, MD
State College, PA
State College, PA
Lakewood, PA
Westlake Village, CA
Grove City, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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