Daniel Burke (CRD# 5677028) is an Investment Advisor Representative working at Eagle Strategies LLC in Franklin, TN and has over 13 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Generational Financial Partners, LLC | Franklin, TN | Nov 2018 - Current | 5 |
| Burke Financial Group, LLC | Franklin, TN | Sep 2014 - Current | 9 |
| Eagle Strategies LLC | Franklin, TN | Jul 2014 - Current | 9 |
| Nylife Securities LLC | Franklin, TN | Jun 2009 - Current | 14 |
| New York Life Insurance Company | Franklin, TN | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- TN
- TX
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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