Paul Burke (CRD# 1198819) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Falmouth, MA and has over 10 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 6353257
Shp Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex | Meriden, CT | Oct 2017 - Current | 6 |
| Cape Cod Five Cents Savings Bank | Falmouth, MA | Oct 2017 - Current | 6 |
| Tdameritrade, Inc. | Quincy, MA | Oct 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
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- MA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
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