Aaron Burleson (CRD# 4377092) is an Investment Advisor Representative working at Lpl Financial LLC in Hanover, MD and has over 17 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 4319044
Xml Financial Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Annapolis, MD | Jun 2021 - Current | 2 |
| M&t Securities, Inc. | Owings Mills, MD | Jun 2013 - Jun 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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