AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CB

Cindy G. Burkett

Some features on this profile are disabled
CRD#: 7082824
CB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cindy Gay Burkett was a registered financial professional .

Cindy is a previously registered financial professional and started their career in finance in 2019. Cindy had worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
Burkett Enterprise Services of Texas, Inc. located at 2917 Briarbrook Drive Seagoville, TX 75159. Vice President. Assists with records and marketing for spouse's home services business. Not investment related. Start of relationship: 1/19/2018. Not investment related. 2 hours dedicated a month. Epps Realty located in Mesquite TX. Start of relationship: December 2020. Approx # of hours varies. Nature of Business is that of a Real Estate Agent doing commercial and residential sales. Not investment related. Men and Ladies of Honor. Volunteer position as Board Member. Approx 10 hrs devoted per month. Christian organization that ministers to At-Risk and fatherless teens in public schools. Start of relationship: 4/1/2019. Not investment related. Dallas County Council of Republican Women, Immediate Past President. Approx 15hrs devoted per month, Volunteer political organization. Serve on Board for input as Past President. Start of relationship: 1/1/2019, Not investment related. Invest Texas Council. Non-Investment Related. Position: Board Member. Advocate for outreach to expand public private partnerships focusing on transportation & water infrastructure. No compensation. Start date: January 2021 XF Investments, LLC. Introducing Broker/dealer marketing products by prospectus only. Position: Compliance Officer/Supervisor/Registered Representative. Compensation 1099, Start date February 2021. Xenith Financial Advisory Services, LLC. Investment Related. Position: Investment Advisor Representative. XFAS only acts with discretion and provides investment advise. As an IAR my duties are limited to solicitor functions only. Compensation 1099. Start Date February 2021.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 10, 2021 - August 10, 2024

XENITH FINANCIAL ADVISORY SERVICES, LLC

RIA
CRD#: 296479
FORT WORTH, TX
Past

August 13, 2019 - February 8, 2021

TITAN SECURITIES

RIA
CRD#: 131392
Plano, TX
Past

April 4, 2019 - February 8, 2021

TITAN SECURITIES

BD
CRD#: 131392
Plano, TX

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/20/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/9/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/26/2021
General Securities Principal Examination

Current Firm

XF
XENITH FINANCIAL ADVISORY SERVICES, LLC
XENITH FINANCIAL ADVISORY SERVICES, LLC

CRD#: 296479 / SEC#:

Louisiana
Registered Investment Advisory firm - (3/4/2019 Approved)
Nevada
Registered Investment Advisory firm - (5/19/2025 Terminated)
Texas
Registered Investment Advisory firm - (7/17/2018 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Fort Worth, TX
Mailing Address
Phone number
(817) 282-7777
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts143
AUM (Assets Under Management)$ 19,001,451

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

XENITH FINANCIAL ADVISORY SERVICES, LLC

CRD#: 296479

TRUST BUT VERIFY

Monitor Cindy Burkett

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.