Kelly BurkeCRD Number: 2768537
Current Firm: Integrated Financial Strategies, LLC
Kelly Burke (CRD# 2768537) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano, FL and has over 27 years of experience in the finance industry.
|Financial Planning Services, Inc.||Raleigh, NC||Oct 2020 - Current||3|
|Fortune Financial Services, Inc.||New Brighton, PA||Sep 2014 - Current||9|
|Integrated Financial Strategies||Charlotte, NC||Sep 2012 - Current||11|
|Capital Guardian, LLC||Charlotte, NC||Sep 2012 - Sep 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S65||NASAA Investment Advisors Law Examination||May 2001|
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
Total Assets Under Management292MILLIONS
Total Number of Accounts692ACCOUNTS
Average Account Value$421,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, GA, LA, MA, NC, NY, SC, TN, TX
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