Katie BurkeCRD Number: 4962228
Current Firm: Wealth By Empowerment
Katie Burke (CRD# 4962228) is an Investment Advisor Representative working at Wealth By Empowerment in Jacksonville, FL and has over 11 years of experience in the finance industry. Katie Burke 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.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Marian Financial Services Inc.
|Wealth By Empowerment, Inc.||Jacksonville, FL||Nov 2015 - Current||3|
|Hana Financial Group, Inc.||Ponte Vedra Beach, FL||Jun 2015 - Oct 2015||< 1|
|Commonwealth Financial Network||Waltham, MA||Jun 2015 - Oct 2015||< 1|
|Raymond James Financial Services Advisors, Inc.||Jacksonville Beach, FL||Mar 2009 - May 2015||6|
|Mary Carter Financial Services, Inc.||Jacksonville Beach, FL||Jan 2009 - May 2015||6|
|Raymond James Financial Services, Inc.||Jacksonville Beach, FL||Jun 2007 - May 2015||7|
|Mary Carter Financial Services||Jacksonville Beach, FL||May 2005 - May 2015||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.