Katie Burke, financial advisor Jacksonville FL
103 score

Katie Burke

CRD 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.

Similar Advisors
Daniel Orlovsky, financial advisor Jacksonville FL
Daniel J. Orlovsky
CRD# 1961196
Northwestern Mutual Investment Services,llc
Similar Advisors
Michelle Ash, financial advisor Jacksonville FL
Michelle L. Ash
CRD# 4561598
Paragon Wealth Strategies, LLC
Similar Advisors
Richard Johnson, financial advisor Jacksonville FL
Richard A. Johnson
CRD# 1813496
Marian Financial Services Inc.
Professional Designations
Company Name Location Dates Years
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
Contact Info for Katie G. Burke
Phone Number: (904) 514-3400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Katie Burke and other advisors.
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.