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Kinsey Suzanne Burrus

Kinsey S. Burrus

PERENNIAL WEALTH ADVISORS | Associate Financial Advisor
CANADIAN, TX 79014
Some features on this profile are disabled
CRD#: 6838271
Kinsey Suzanne Burrus

Professional summary

Kinsey Suzanne Burrus, who also goes by Kinsey Suzanne Murphree, is a registered financial advisor currently at PERENNIAL WEALTH ADVISORS, LLC located in Canadian, Texas.

Kinsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kinsey has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Family Finances
Small Business
Christian Financial Strategies
Are you a "fiduciary"?
Yes

Aliases

Kinsey Suzanne Murphree

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kinsey Suzanne Burrus's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 20, 2024 - Present

PERENNIAL WEALTH ADVISORS, LLC

Office #1: 123 N 3rd St., Canadian, TX 79014
RIA
CRD#: 329913
CANADIAN, TX
Past

October 22, 2018 - June 28, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CANADIAN, TX
Past

July 17, 2018 - June 28, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CANADIAN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(6/20/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/13/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2018
General Securities Representative Examination

Current Firm

PW
PERENNIAL WEALTH ADVISORS, LLC
PERENNIAL WEALTH ADVISORS, LLC

CRD#: 329913 / SEC#:

Oklahoma
Registered Investment Advisory firm - (6/20/2025 Approved)
Texas
Registered Investment Advisory firm - (6/17/2024 Approved)
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Contact information

Main Address
123 N 3rd St., Canadian, TX 79014
Mailing Address
Phone number
(806) 323-4046
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts421
AUM (Assets Under Management)$ 80,600,131

Red Flags

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.

Company Information

PERENNIAL WEALTH ADVISORS, LLC

Associate Financial AdvisorCRD#: 329913Canadian, TX 79014

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Contact information

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xxxxx@xxxx.xxx

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