Edward Burke (CRD# 1533074) is an Investment Advisor Representative working at Captrust in Foxboro, MA and has over 32 years of experience in the finance industry.
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Securities LLC | Raleigh, NC | Sep 2022 - Current | < 1 |
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Sep 2022 - Current | < 1 |
| Lpl Financial Corporation | Boston, MA | Nov 2010 - Sep 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- MA
- TX
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Total Assets Under Management655,054MILLIONS
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Total Number of Accounts58,162ACCOUNTS
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Average Account Value$11,262,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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