Kenneth Burke, financial advisor Houston TX

Kenneth Burke

CRD Number: 2923762
Current Firm: Burke Wealth Management, LLC

Kenneth Burke (CRD# 2923762) is an Investment Advisor Representative working at Burke Wealth Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Burke Wealth Management, LLC Houston, TX Sep 2019 - Current 4
Doliver Advisors, LP Houston, TX Aug 2018 - Sep 2019 1
Sarofim Fayez & Company Houston, TX Jun 2001 - Jun 2018 17

Kenneth Burke has no recent exams reported.
Contact Info for Kenneth M. Burke
Phone Number: 713-933-5402
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $682,016
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

LA, TX

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