Jeffrey Burkey, financial advisor Pittsford NY

Jeffrey Burkey

CRD Number: 4252907
Current Firm: Lpl Financial LLC

Jeffrey Burkey (CRD# 4252907) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsford, NY and has over 20 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lpl Financial LLC Pittsford, NY Sep 2020 - Current < 1
Tompkins Financial Pittsford, NY Apr 2020 - Current < 1
Federated Investment Counseling Pittsburgh, PA Apr 2010 - Apr 2020 10
Federated Investors, Inc. Pittsburgh, PA Apr 2010 - Apr 2020 10
Federated Securities Corp. Pittsburgh, PA Apr 2010 - Apr 2020 10
Federated Global Investment Management Corp. Rochester, NY Apr 2010 - Apr 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
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 Jeffrey M. Burkey
Phone Number: 704-733-3300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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)
  • Educational seminars/workshops
  • 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, 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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