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Leah Crystal Burnett

Aurora Wealth Advisors

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About Leah Crystal Burnett

Leah Crystal Burnett is an investment advisor representative with over 20 years of experience in the financial services industry. Leah has a wide range of experience, having worked with Ameriprise Financial Services, LLC and IDS Life Insurance Company before joining Aurora Wealth Advisors in 2023. Leah is a Registered Representative and Investment Advisor Representative, registered with FINRA and several states. Leah is committed to providing personalized financial advice and solutions to meet the individual needs of clients.

Firm Information

Leah Burnett is currently registered with Aurora Wealth Advisors. Aurora Wealth Advisors is an investment advisory firm based in San Diego, California. They specialize in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. The firm manages approximately $184.4 million in assets for 1,173 clients, including high-net-worth individuals and other individuals.
Aurora Wealth Advisors

9915 MIRA MESA BOULEVARD

SAN DIEGO, CA 92131

$184.39M

Assets Under Management

11

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leah Burnett’s Registration & Firm History

CA

01/13/2023 - Present

Aurora Wealth Advisors (SAN DIEGO CA)

OH

01/03/2002 - 01/18/2023

AMERIPRISE FINANCIAL SERVICES, LLC (BELLEFONTAINE OH)

MN

01/03/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

11/20/2000 - 04/26/2001

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

11/01/1999 - 11/15/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/19/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2002

Series 7 - General Securities Representative Examination

BC

Issued 10/29/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Leah Crystal Burnett. Review regulatory record here.
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