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Aaron Burga

11 Years of Experience
Clarington, OH
Broker

Aaron Burga is a registered investment advisor at LPL Financial LLC, based in Clarington, OH, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

52775 Boston Hill Rd, Clarington, OH, 43915

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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.

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Other Business Activities

Aaron operates his LPL business through MCS Financial Group, dedicating full-time hours to it. He also serves as the Mayor of Wilson Township, OH, spending minimal time on this non-investment related role.

Employment History
Current Registrations
LPL Financial LLC
August 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wesbanco Securities, INC.
September 2017 - July 2019 · 1 yr 10 mos
Wesbanco Securities, INC.Broker
July 2014 - July 2019 · 5 yrs
State Registrations2 states
OHWV
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 Burga - Financial Advisor | TrueAdvisor