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EB

Emily A. Burgess

AIM ADVISORS
Raleigh, NC 27603
Some features on this profile are disabled
CRD#: 7795273
EB

Professional summary

Emily Adair Burgess is a registered financial advisor currently at AIM ADVISORS, LLC located in Raleigh, North Carolina and ARKADIOS CAPITAL located in Raleigh, North Carolina.

Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Emily has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Adair Burgess's CRS (Customer Relationship Summary).
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 24, 2025 - Present

AIM ADVISORS, LLC

Office #1: 421 N. Harrington Street, Suite 630, Raleigh, NC 27603
RIA
CRD#: 325125
Raleigh, NC
Current

April 16, 2025 - Present

ARKADIOS CAPITAL

Office #1: 421 N. Harrington Street Suite 630, Raleigh, NC 27603
BD
CRD#: 282710
Raleigh, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AIM ADVISORS, LLC
AIM ADVISORS, LLC

CRD#: 325125 / SEC#: 801-127447

RIA
Registered Investment Advisory firm - (3/10/2023 Approved)

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
North Carolina
(6/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/16/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AA
AIM ADVISORS, LLC
AIM ADVISORS, LLC

CRD#: 325125 / SEC#: 801-127447

RIA
Registered Investment Advisory firm - (3/10/2023 Approved)
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Contact information

Main Address
421 N. Harrington Street, Suite 630, Raleigh, NC 27603
Mailing Address
Phone number
(919) 758-8911
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AIM ADVISORS, LLC - FORM ADV PART 2A (10/31/2025)

Regulatory assets under management

Total Number of Accounts482
AUM (Assets Under Management)$ 138,196,527

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

AIM ADVISORS, LLC

CRD#: 325125Raleigh, NC 27603

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