Eric Steven Burnette
CFP®Professional Summary
Eric Steven Burnette, CFP®, who also goes by Eric Burnette, is a registered financial advisor currently at PEACHCAP TAX & ADVISORY, LLC located in Atlanta, Georgia and PEACHCAP SECURITIES, INC. located in Atlanta, Georgia. Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Eric has worked at 4 firms and has passed the Series 66, Series 52TO, Series 79TO, Series 99TO, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Eric Burnette
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Current Firm
INDEPENDENT WEALTH ADVISORS GROUP, LLC | PEACHTREE CAPITAL TAX AND ADVISORY, LLC | PEACHCAP TAX & ADVISORY, LLC | MILLER WEALTH ADVISORY, LLC
Contact Information
Main Address
550 Pharr Rd. Suite 700, Atlanta, GA 30305Phone Number
(404) 220-8958# of Employees
4SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
598AUM (Assets Under Management)
$147,477,373Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Primary Firm SEC Registration
INDEPENDENT WEALTH ADVISORS GROUP, LLC | PEACHTREE CAPITAL TAX AND ADVISORY, LLC | PEACHCAP TAX & ADVISORY, LLC | MILLER WEALTH ADVISORY, LLC
State Registrations and Notice Filings
(8/14/2019)
(1/29/2024)
(1/6/2025)
(8/2/2022)
(8/2/2022)
(1/10/2024)
(8/2/2022)
(2/8/2022)
(8/3/2011)
(10/3/2015)
(3/5/2020)
(5/14/2026)
(2/19/2024)
(9/26/2017)
(2/19/2024)
(6/14/2023)
(2/19/2024)
(8/21/2023)
(11/11/2022)
(8/2/2022)
(8/2/2022)
(8/2/2022)
(8/14/2019)
(3/5/2024)
(3/5/2024)
(1/26/2023)
(8/2/2022)
(9/20/2022)
(1/1/2020)
(1/29/2024)
(3/5/2024)
(3/5/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Eric Steven Burnette's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
