Alan Burke (CRD# 4314283) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 23 years of experience in the finance industry.
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
CRD# 1876666
Lion Street Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rowan County Chamber Of Commerce | Salisbury, NC | Mar 2019 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Huntersville, NC | Jan 2009 - Current | 15 |
| Hole-in-one Properties, LLC | Salisbury, NC | Jul 2004 - Current | 19 |
| Raymond James Financial Services, Inc. | Salisbury, NC | Jan 2002 - Current | 22 |
| Alan F. Burke,cpa,pa | Salisbury, NC | Dec 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- NC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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