Leah
Burnett
Aurora Wealth Advisors
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About this Advisor
Leah Burnett is a financial advisor based in San Diego, California, working with Aurora Wealth Advisors. Leah has previously held positions at Ameriprise Financial Services, LLC, Purshe Kaplan Sterling Investments, Inc, and Aurora Wealth Advisors Dba Sandena, Inc. Leah has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Leah is part of Aurora Wealth Advisors, which operates out of San Diego, California. The firm has 1 office and 9 employees. The firm manages assets totaling $184.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Aurora Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aurora Wealth Advisors Brokerage Details
$184,390,000
9
1,173
$157,195
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
Leah Burnett Work History
Purshe Kaplan Sterling Investments, Inc
Aurora Wealth Advisors Dba Sandena, Inc
Ameriprise Financial Services, LLC
Disclosures
Please visit the SEC profile of Leah Burnett 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 Aurora Wealth Advisors
San Diego, CA
Pasadena, CA
San Diego, CA
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