Thomas Burke, financial advisor Naples FL

Thomas Burke

CRD Number: 1074270
Current Firm: Wells Fargo Advisors Financial Network, LLC

Thomas Burke (CRD# 1074270) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Naples, FL and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Indianapolis, IN Jun 2022 - Current 1
Wells Fargo Clearing Services, LLC Indianapolis, IN Nov 2016 - Apr 2022 5
Wells Fargo Advisors LLC Indianapolis, IN May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Thomas Burke
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • FL
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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