Emily Adair Burgess
Investment adviser representative at Aim Advisors, LLC
11 yearsExperience
1 stateRegistered in
$158.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Aim Advisors, LLCJul 2023 to now
- Arkadios CapitalJul 2023 to now
- Campbell UniversityAug 2023 to Aug 2024
- UnemployedMay 2023 to Jul 2023
- Harris TeeterMay 2020 to Apr 2022
- Auburn UniversityAug 2019 to May 2023
- Self-employedJan 2016 to Aug 2019
- John T Hoggard High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Aim Advisors, LLC
$158.2MAssets managed
186Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7795273
- Firm CRD
- 325125