Burke Lodge (CRD# 6194321) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boise, ID and has over 9 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Eagle, ID | Mar 2023 - Current | 1 |
| City National Bank | Eagle, ID | Nov 2019 - Mar 2023 | 3 |
| Rbc Capital Markets, LLC | Eagle, ID | Jul 2019 - Mar 2023 | 3 |
| Selway Asset Management | Boise, ID | Nov 2017 - Jul 2019 | 1 |
| Unemployed | Los Angles, CA | May 2017 - Nov 2017 | < 1 |
| Disruptive Technology Advisors | Los Angeles, CA | Feb 2017 - May 2017 | < 1 |
| Bank Of America, N.a. | Los Angeles, CA | Jun 2015 - Feb 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles, CA | Feb 2015 - Feb 2017 | 2 |
| Morgan Stanley | Woodland Hills, CA | May 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
| S63 | Uniform Securities State Law Examination | Sep 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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