Thomas Burdick, financial advisor Latham NY

Thomas Burdick

CRD Number: 1765677
Current Firm: Invest Financial Corporation

Thomas Burdick (CRD# 1765677) is an Investment Advisor Representative working at Invest Financial Corporation in Latham, NY and has over 33 years of experience in the finance industry. Thomas Burdick 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Latham, NY Feb 2018 - Current 2
Invest Financial Corporation Tampa, FL Apr 2014 - Feb 2018 3
Axa Advisors, LLC New York, NY Sep 1999 - Apr 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas C. Burdick
Phone Number: (813) 880-5300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    4,071
    MILLIONS
  • Total Number of Accounts
    25,365
    ACCOUNTS
  • Average Account Value
    $160,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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