Aaron Burke (CRD# 6388647) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Blackfoot, ID and has over 9 years of experience in the finance industry. Aaron Burke 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# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 733613
Arbor Point Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homestead Financial | Blackfoot, ID | Sep 2023 - Current | < 1 |
| Burke Financial, LLC | Blackfoot, ID | Aug 2021 - Current | 2 |
| Raymond James Financial Services Advisors Inc. | Blackfoot, ID | May 2015 - Current | 8 |
| Raymond James Financial Services, Inc. | Blackfoot, ID | Aug 2014 - Current | 9 |
| Young & Associates | Idaho Falls, ID | May 2014 - Oct 2021 | 7 |
| Gale Lim Construction | Blackfoot, ID | Jun 2010 - Sep 2015 | 5 |
| Idaho State University | Pocatello, ID | Sep 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- ID
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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