Fred Burke, financial advisor Athens TN

Fred Burke

CRD Number: 1632732
Current Firm: Cambridge Investment Research Advisors, Inc.

Fred Burke (CRD# 1632732) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Athens, TN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Mar 2024 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2024 - Current < 1
Lpl Fiinancial LLC Athens, TN Oct 2018 - Mar 2024 5
Capstar Bank Athens, TN Oct 2018 - Mar 2024 5
Raymond James Financial Services Advisers Inc. Athens, TN Mar 2017 - Oct 2018 1
Raymond James Financial Services, Inc. Athens, TN Feb 2017 - Oct 2018 1
Athens Federal Savings & Loan Athen, TN Sep 1990 - Oct 2018 28
Invest Financial Corp Tampa, FL Apr 2007 - Feb 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Fred S. Burke
Phone Number: 641-472-5100
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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