Cindy Burkett (CRD# 7082824) is an Investment Advisor Representative working at Xenith Financial Advisory Services, LLC in Fort Worth, TX and has over 4 years of experience in the finance industry.
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xf Investments, Inc. | Fort Worth, TX | Feb 2021 - Current | 3 |
| Xenith Financial Advisory Services, LLC | Fort Worth, TX | Feb 2021 - Current | 3 |
| Epps Realty | Mesquite, TX | Dec 2020 - Current | 3 |
| Titan Securities /lone Star Wealth Advisors | Addison, TX | Apr 2019 - Jan 2021 | 1 |
| Biel Partners, Inc. | Addison, TX | Sep 2015 - Dec 2020 | 5 |
| Dallas County Elections Department | Dallas, TX | Oct 2020 - Nov 2020 | < 1 |
| Payne & Blanchard | Dallas, TX | Sep 2018 - Feb 2019 | < 1 |
| State House Of Representatives | Austin, TX | Jan 2011 - Jan 2019 | 8 |
| Sunset Commission | Austin, TX | Jan 2014 - Jan 2018 | 4 |
| Ebby Halliday | Rockwall, TX | Jun 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$97,774
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
LA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.