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Antonio Montez Burkett

Aspire Private Capital

Cornelius, NC

CRD 6019453

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Employer firm

Aspire Private Capital CRD 154116

$510M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Aspire Private Capital

19410 Jetton Road Suite 110, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-11-28
  • NC RA
    APPROVED
    Since 2018-11-28

Branch Locations

19410 Jetton Road Suite 110, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morton Malloy Realty Charlotte NC 09/2016 09/2017
Lpl Financial Llc Fort Mill SC 10/2017 11/2018
Aspire Private Capital Cornelius NC 11/2018 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-03-01
  • S63 Uniform Securities Agent State Law Examination
    2012-03-01
Designations
  • Certified Financial Planner
Other Names
  • Antonio M Burkett

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

DAVE ALLISON EDWARDS
Thomas William Cooley
DAVID LAWRENCE SCHIFF

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC

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