Aarikka
Burgess

Kestra Advisory Services, LLC

CRD#6097084
Investment Advisor
in Austin, TX
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About this Advisor

Aarikka Burgess is a certified financial planner who works out of Austin, Texas, who has been in the financial industry for 12 years. Burgess currently works for Kestra Advisory Services, LLC. Their career trajectory has included roles at Uno'S Chicago Grill, Cambridge Investment Research, Inc, Fas Corporation, H&R Block, Jumbo Donuts, Northbridge High School, Kestra Investment Services, LLC, Nfp Securities, Inc, Kestra Financial Services, Inc and Axa Advisors, LLC. Burgess has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Kestra Advisory Services, LLC is an advisory company that has its headquarters in Austin, Texas. The investment advisory business has offices in 513 locations and a total of 1,231 people on staff. It administers $20 billion in assets under management among its 75,277 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 84 charities and foundations. Of its 75,277 accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the type of financial services offered. However, fees charged by Kestra Advisory Services, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

TX Average: $3,042,739,679
Total Number of Employees

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Aarikka Burgess Work History

Aarikka has 12 years of experience.

2017 - Present (2 years)

Kestra Investment Services, LLC

2017 - 2017 (< 1 year)

Axa Advisors, LLC

2017 - 2017 (< 1 year)

Financial Compass Group, LLC

2016 - 2017 (1 year)

Kestra Financial Services, Inc

2016 - 2017 (1 year)

Kestra Advisory Services, LLC

2014 - 2016 (2 years)

Nfp Securities, Inc

2014 - 2017 (3 years)

Kestra Investment Services, LLC

2013 - 2014 (1 year)

Cambridge Investment Research, Inc

2012 - 2017 (5 years)

Fas Corporation

2012 - 2012 (< 1 year)

H&R Block

2012 - 2017 (5 years)

Abacus Private Wealth Management

2010 - 2011 (1 year)

Uno'S Chicago Grill

2008 - 2010 (2 years)

Jumbo Donuts

2006 - 2009 (3 years)

Northbridge High School

Disclosures

Aarikka Burgess has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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