Keith John Burgess

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2010 → Present
  Nfp Securities Inc.
  Bethesda, MD

Previous Registrations

• 2012-04-13 → 2015-04-23
  Kestra Investment Services, Llc
  Bethesda, MD
  Bethesda, MD
• 2010-04-08 → 2010-08-31
  Osaic Institutions, Inc.
  Midlothian, VA
• 2000-02-28 → 2002-05-08
  Mml Investors Services, Llc
  Bethesda, MD

Other Businesses

1) BUSINESS NAME: BURGESS PROPERTIES, LLC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 100, | HOURS PER MONTH: 20 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 01/01/1998 2) Purple Pandas | | HOURS PER MONTH 6 | NATURE OF BUSINESS : OTHER - SOCCER COACH - DAUGHTER'S 10-YEAR OLD SOCCER TEAM | START DATE: 4/1/2019 12:00:00 AM +00:00

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-02
• S66 Uniform Combined State Law Examination
  2010-04-07
• S63 Uniform Securities Agent State Law Examination
  1993-09-02