Sheila BurkeCRD Number: 1176755
Current Firm: Saling, Simms, Associates Inc.
Sheila Burke (CRD# 1176755) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 23 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|S And S Enterprises LLC||Westerville, OH||Apr 2011 - Current||6|
|Raymond James Financial Services Advisors, Inc.||Columbus, OH||Jan 2009 - Current||9|
|Insurance - Non Variable||Cols, OH||Oct 2006 - Current||11|
|Allianz Life Insurance||Columbus, OH||Mar 2005 - Current||12|
|Church Foundation Committee||Westerville, OH||Sep 2003 - Current||14|
|Raymond James Financial Services, Inc.||Westerville, OH||Jun 1998 - Current||19|
|Amerus Life Insurance Company||Des Moines, IA||Oct 1976 - Current||41|
|Sailing Sims Associates, Inc.||Westerville, OH||Jun 2009 - Dec 2014||5|
|Trustee In Church||Westerville, OH||Sep 2005 - Jun 2008||2|
|Kitchen & Bath Specialists||Sunbury, OH||Dec 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1994|
|S65||NASAA Investment Advisors Law Examination||Sep 1997|
Total Assets Under Management120MILLIONS
Total Number of Accounts552ACCOUNTS
Average Account Value$216,885
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, LA, NH, OH, TX
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