Aaron Burke is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Blackfoot, ID, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6483 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

167 W Bridge St., Blackfoot, ID, 83221

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Aaron is the owner of Burke Financial, LLC, and the President of Homestead Financial, which is the DBA for his practice and will be co-branded with Raymond James. He spends minimal time on each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2015 - Present · 10 yrs 11 mos
Raymond James Financial Services, INC.Broker
September 2014 - Present · 11 yrs 7 mos
State Registrations6 states
CACOIDTXUTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aaron Burke - Financial Advisor | TrueAdvisor