John Burdette, financial advisor Charleston WV

John Burdette

CRD Number: 4261059
Current Firm: J. W. Cole Advisors, Inc.

John Burdette (CRD# 4261059) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Charleston, WV and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Oct 2017 - Current 3
J.w. Cole Advisors, Inc. Tampa, FL Oct 2017 - Current 3
National Planning Corporation South Charleston, WV Oct 2008 - Oct 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S66 NASAA Uniform Combined State Law Examination Sep 2003
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John K. Burdette
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • OH
  • WV
By the Numbers
  • Total Assets Under Management
    3,219
    MILLIONS
  • Total Number of Accounts
    16,488
    ACCOUNTS
  • Average Account Value
    $195,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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