William Burke Jr, financial advisor Chicago IL
86 score

William Burke Jr

CRD Number: 1442062
Current Firm: Iht Wealth Management LLC

William Burke Jr (CRD# 1442062) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 28 years of experience in the finance industry. William Burke Jr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Iht Wealth Management, LLC Chicago, IL Feb 2018 - Current < 1
Lpl Financial, LLC Chicago, IL Feb 2018 - Current < 1
Mml Investors Services, LLC Chicago, IL Mar 2017 - Jan 2018 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Jan 2018 1
Metlife Securities Chicago, IL Jan 2015 - Jul 2016 1
Sterne Agee & Leach Inc. Chicago, IL Jun 2012 - Jan 2015 2
Stifel Nicolaus & Company, Inc. Chicago, IL Jul 2006 - Jun 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S65 NASAA Investment Advisors Law Examination Jun 1996
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William D. Burke Jr
Phone Number: 312-754-1310
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    488
    MILLIONS
  • Total Number of Accounts
    3,471
    ACCOUNTS
  • Average Account Value
    $140,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
86

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