Rachel Burk

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 02/2021
  Pruco Securities Llc
  Vienna, VA
• 05/2015 → 02/2022
  Catholic Charities Of Baltimore
  Baltimore, MD
• 04/2021 → 02/2022
  Pruco Securities Llc
  Columbia, MD
• 05/2021 → 02/2022
  The Prudential Insurance Company Of America
  Columbia, MD
• 11/2021 → 01/2024
  Kestra Investment Services, Llc
  Columbia, MD
• 02/2022 → 01/2024
  Kestra Advisory Services, Llc
  Columbia, MD
• 02/2024 → Present
  The Naomi Center Dba Empowerment Therapy Services Of Maryland
  Pikesville, MD
• 10/2021 → 02/2024
  Offit Advisors
  Columbia, MD
• 08/2020 → 11/2021
  Premier Financial
  Columbia, MD
• 11/2025 → Present
  Premier Financial
  Towson, MD
• 01/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-03-02 → 2024-01-30
  Kestra Advisory Services, Llc
  Columbia, MD
  Columbia, MD
  Austin, TX
• 2021-04-28 → 2021-11-02
  Pruco Securities, Llc.
  Columbia, MD
  North Bethesda, MD

Other Businesses

NAME OF OTHER BUSINESS: The Naomi Center DBA Empowerment Therapy Services of Maryland INVESTMENT RELATED: no ADDRESS: 3655A Old Court Road Suite 1-6 Pikesville, MD 21208 NATURE OF BUSINESS: Mental Health Care START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: Intake Coordinator APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: provide mental health care to community 2. NAME OF OTHER BUSINESS: Premier Financial INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: financial planner APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: provide financial services

Exams

• S66 Uniform Combined State Law Examination
  2021-03-12