Donald Burks (CRD# 7353404) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Plano, TX and has over 2 years of experience in the finance industry. Donald Burks 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Mar 2021 - Current | 3 |
| Knights Of Columbus Insurance | New Haven, CT | Aug 2019 - Current | 4 |
| Knights Of Columbus Insurance | New Haven, CT | Sep 2014 - Aug 2019 | 4 |
| Wylie Isd | Wylie, TX | Aug 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- AR
- TX
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Total Assets Under Management27,243MILLIONS
-
Total Number of Accounts3,799ACCOUNTS
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Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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