Steven Burkett
CRD Number: 2397695Current Firm: Palisade Investments, LLC
Compensation Model: Fee Only
Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.
Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA. He works with individuals and families to help them achieve their financial goals. In addition, he helps small and medium sized buisness manage their 401(k) plans. Steve provides advice in a fiduciary capacity.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 1489018
Aljian Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Palisade Investments | Stateline, NV | Feb 2007 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1993 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- WA
-
Total Assets Under Management394MILLIONS
-
Total Number of Accounts801ACCOUNTS
-
Average Account Value$491,285
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, CO, MI, NV, TX, WA
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