Flora Burke (CRD# 2045888) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 33 years of experience in the finance industry.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Emeryville, CA | Aug 2020 - Current | 3 |
| Unemployed | Belmont, CA | May 2020 - Aug 2020 | < 1 |
| E*trade Securities LLC | Palo Alto, CA | May 2019 - May 2020 | 1 |
| E*trade Capital Management LLC | Palo Alto, CA | May 2019 - May 2020 | 1 |
| Bank Of America, N.a. | San Francisco, CA | Jun 2017 - May 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Feb 2017 - May 2019 | 2 |
| Waddell & Reed Inc. | San Mateo, CA | Feb 2017 - Feb 2017 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Belmont, CA | Feb 2017 - Feb 2017 | < 1 |
| Securian Financial Services Inc. | St. Paul, MN | Jan 2016 - Dec 2016 | < 1 |
| Minnesota Life | St. Paul, MN | Jan 2016 - Dec 2016 | < 1 |
| Sgc Financial Services | San Mateo, CA | Jan 2016 - Dec 2016 | < 1 |
| Lincoln Investment Planning | Wyncote, PA | Sep 2014 - Jan 2016 | 1 |
| Unemployed | San Carlos, CA | Jul 2014 - Sep 2014 | < 1 |
| Carlmont Advisors | San Carlos, CA | Nov 2012 - Jul 2014 | 1 |
| Corefact | Hayward, CA | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1990 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- CA
-
Total Assets Under Management25,247MILLIONS
-
Total Number of Accounts302,501ACCOUNTS
-
Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Other
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
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 derived from SEC.gov data covering 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.
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.