Aaron Burga
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Clarington, OH 43915
Credentials
Series 63, Series 66
Industry experience
11 years
About
Aaron Burga is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at WesBanco Securities Inc. from 2013 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, Burga serves as the mayor of Wilson Township, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
52775 Boston Hill Rd
Clarington, OH 43915
Most active in
Aaron B has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
LPL Financial
2019 - Present (7 years)
WesBanco Securities Inc
2018 - 2019 (1 year)
WesBanco Securities Inc
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Timothy B
Series 63, Series 65
Paden City, WV
Hazlett, Burt & Watson, Inc.
Timothy Bidwell is a financial advisor with Hazlett, Burt & Watson, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Hazlett, Burt & Watson since 2000. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of asset classes.
Nikki L
CFP®, ChFC®, Series 66
Woodsfield, OH
Commonwealth Financial Services
Nikki Lude is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at Commonwealth Financial Services, having previously worked at Arbor Point Advisors, Securities America, Inc., and LPL Financial. Lude serves on several local nonprofit boards, including the Monroe County Community Foundation and the Baker Economic Development & Scholarship Funds, and coaches elementary school volleyball. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products, employing both fundamental and technical analysis along with tactical trading strategies.
Gary W
Series 63, Series 66
Clarington, OH
LPL Financial
Gary Williamson is a financial advisor with LPL Financial in Coshocton, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at WesBanco Securities Inc. and Southeastern Ohio Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by in-house research and a broad network of investment adviser representatives.
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