Thomas BurkeCRD Number: 35874
Current Firm: Kestra Advisory Services, LLC
Thomas Burke (CRD# 35874) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Richardson, TX and has over 31 years of experience in the finance industry. Thomas Burke 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||6|
|Hefner & Associates||Richardson, TX||Jan 1991 - Current||31|
|Nfp Securities, Inc.||Austin, TX||Dec 1999 - Apr 2016||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1990|
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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