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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Burkhead is a financial advisor with Cetera Investment Advisers LLC. Frank has been in the financial industry since May 1999. Frank has a Series 6, 7, and 63 license and is registered with FINRA. Frank is also registered with the states of Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Louisiana, Minnesota, Mississippi, Missouri, Oklahoma, South Dakota, Tennessee, Texas, Virginia, and Washington. Frank also holds a CPA and has been a managing member of Burkhead & Associates, LLC since 1999. Frank is a Board Director of Hawthorn Bank and Hawthorn Bancshares, the Historic City of Jefferson Foundation, Inc, Capital Region Medical Center and serves as a Trustee to the MEWE Health Insurance Plan with the MO Chamber. Frank specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
02/27/2023 - Present
Cetera Investment Advisers LLC (JEFFERSON CITY MO)
TX
05/26/1999 - 08/22/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 05/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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