Rebecca Burke (CRD# 4864865) is an Investment Advisor Representative working at American Beacon Advisors, Inc. in San Francisco, CA and has over 19 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resolute Investment Distributors, Inc. | San Francisco, CA | Feb 2018 - Current | 6 |
| Resolute Investment Services | San Francisco, CA | Jan 2018 - Current | 6 |
| American Beacon Advisors, Inc. | San Francisco, CA | Nov 2016 - Feb 2018 | 1 |
| Foreside Fund Services, LLC | San Francisco, CA | Nov 2016 - Feb 2018 | 1 |
| Hartford Funds Distributors, LLC | Radnor, PA | Jul 2016 - Nov 2016 | < 1 |
| Lattice Strategies | San Francisco, CA | Jun 2015 - Nov 2016 | 1 |
| Alps Distributors, Inc. | San Francisco, CA | Jun 2015 - Jul 2016 | 1 |
| F-squared Investments | Wellesley, MA | Dec 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- TX
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Total Assets Under Management57,376MILLIONS
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Total Number of Accounts61ACCOUNTS
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Average Account Value$940,585,171
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
TX
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